Industry moves this week
Across all segments of the industry, advisor and management shifts are taking place
- By: Katie Keir
- June 3, 2022 June 3, 2022
- 13:54
Latest news in People
Industry moves this week
Across the industry, there were retirement announcements and an advisor move
- By: Katie Keir
- May 27, 2022 May 27, 2022
- 12:43
New CEO for Manulife Canada
Naveed Irshad will succeed Michael Doughty
- By: IE Staff
- May 25, 2022 May 25, 2022
- 14:01
Industry moves this week
A roundup of the latest advisor and executive moves
- By: Katie Keir
- May 20, 2022 May 24, 2022
- 14:04
FP Canada names top 3 CFP exam writers
The certification body’s latest President’s List honoured February candidates
- By: IE Staff
- May 19, 2022 May 19, 2022
- 10:56
Conservative debate: Poilievre promises to fire Macklem
The leadership candidate took aim at the central bank's role in rising inflation
- By: Stephanie Taylor, Canadian Press
- May 12, 2022 May 12, 2022
- 10:44
Executive moves this week
Across big banks and independent firms, many shifts are occurring
- By: Katie Keir
- May 6, 2022 May 6, 2022
- 15:19
Carte Wealth appoints new president
Maria Jose Flores was named the firm's president on May 3, and she plans to take the dealer to $50B in AUA
- By: Daniel Calabretta
- May 5, 2022 May 30, 2022
- 12:03
More traditional finance professionals shifting to crypto as sector grows up
High-profile hires have helped to erode some of the stigma around the space
- By: Ian Bickis, The Canadian Press
- May 4, 2022 May 4, 2022
- 17:13
BMO Private Wealth names leadership duo
Meghan Meger and Geoff Newton will take over as co-heads of BMO Private Wealth in Canada next month
- By: Katie Keir
- May 4, 2022 May 4, 2022
- 16:30
Executive moves this week
Appointments were made at two of the Big Six banks; AIMCo hires its first CTO
- By: Katie Keir
- April 29, 2022 April 29, 2022
- 15:09
BMO Private Investment Counsel appoints new chief strategist
Brent Joyce has been hired as chief investment strategist and managing director of BPIC
- By: Daniel Calabretta
- April 28, 2022 April 28, 2022
- 15:06
Brainard wins Senate confirmation to be Fed’s vice chair
Financial markets expect the Fed to keep raising rates to a range of 2.5% to 2.75% by the end of this year
- By: Christopher Rugaber
- April 26, 2022 April 26, 2022
- 16:16
Executive moves this week
Multiple firms made announcements, plus BMO's Auerbach released a long-awaited retirement note
- By: Katie Keir
- April 22, 2022 April 22, 2022
- 14:02
Executive moves this week
A broad range of appointments were made
- By: Katie Keir
- April 7, 2022 April 7, 2022
- 11:57
IIAC calls for nominations for Top Under 40 and other awards
Nominations for the Top Under 40 will be accepted until June 3, while the other award nominations are due May 13
- By: IE Staff
- April 6, 2022 April 6, 2022
- 09:21
Industry moves this week
A mix of moves occurred this week, with Tiff Macklem and Grant Vingoe taking on new roles
- By: Katie Keir
- April 1, 2022 April 1, 2022
- 15:04
TDAM’s new CIO is ready to tackle tough markets
With the firm's growing suite of offerings, now is an "exciting" time to assume the role, David Sykes says
- By: Katie Keir
- April 1, 2022 April 1, 2022
- 14:03
How much extra these life insurer CEOs earned for exceeding 2021 performance targets
Manulife CEO Roy Gori’s 2021 compensation added up to US$13.3 million
- By: Greg Meckbach
- March 30, 2022 March 30, 2022
- 15:04
Executive moves this week
There were multiple moves in the wealth management space, including top-tier promotions at Wellington-Altus
- By: Katie Keir
- March 24, 2022 March 24, 2022
- 14:51
Abraham Tachjian to lead open banking initiative
The government's advisory group recommended that a system be in place by the end of next year
- By: IE Staff
- March 22, 2022 March 22, 2022
- 16:57
Wellington-Altus announces executive leadership change
Shaun Hauser is the firm's CEO, while Jordy Chilcott becomes president of the firm's private wealth and insurance arms
- By: Daniel Calabretta
- March 21, 2022 March 21, 2022
- 11:30
Executive moves this week
Deputy chief economist Dawn Desjardins announced her retirement from RBC, while other industry veterans emerged in new roles
- By: Katie Keir
- March 18, 2022 March 18, 2022
- 12:59
Executive moves this week
Alongside Manulife Securities getting a new president and CEO, other shifts occurred
- By: Katie Keir
- March 2, 2022 March 2, 2022
- 14:41
Manulife Securities names new CEO amid advice-model transformation
Rick Annaert has stepped down after 17 years, and Richard McIntyre, head of sales, takes his place
- By: Katie Keir
- March 2, 2022 March 2, 2022
- 13:59