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Industry moves this week

Across all segments of the industry, advisor and management shifts are taking place

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Industry moves this week

Across the industry, there were retirement announcements and an advisor move

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New CEO for Manulife Canada

Naveed Irshad will succeed Michael Doughty

  • By: IE Staff
  • May 25, 2022 May 25, 2022
  • 14:01
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Industry moves this week

A roundup of the latest advisor and executive moves

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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
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Conservative debate: Poilievre promises to fire Macklem

The leadership candidate took aim at the central bank's role in rising inflation

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Executive moves this week

Across big banks and independent firms, many shifts are occurring

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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

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


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

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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
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BMO Private Investment Counsel appoints new chief strategist

Brent Joyce has been hired as chief investment strategist and managing director of BPIC

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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

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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
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Executive moves this week

A broad range of appointments were made

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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
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Industry moves this week

A mix of moves occurred this week, with Tiff Macklem and Grant Vingoe taking on new roles

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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

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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

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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
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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
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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


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
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Executive moves this week

Alongside Manulife Securities getting a new president and CEO, other shifts occurred

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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