Industry moves this week
AIMCo names interim CEO, plus a slew of advisor team moves
- By: Katie Keir
- November 8, 2024 November 15, 2024
- 16:27
Latest news in People
Move to T+1 both easier, and harder, than T+2
CCMA declares project a success, but not a blueprint for T+0
- By: James Langton
- October 31, 2024 October 31, 2024
- 14:15
Industry moves this week
From changing firms to starting new groups, advisors are making moves
- By: Katie Keir
- October 29, 2024 October 29, 2024
- 13:13
Industry moves this week
This roundup includes a mix of industry veterans who have chosen new firms or ventures
- By: Katie Keir
- October 17, 2024 October 17, 2024
- 12:40
Tangerine to get new president, CEO in November
Terri-Lee Weeks will take over from Gillian Riley when she retires Nov. 1
- By: IE Staff
- October 9, 2024 October 9, 2024
- 15:32
‘It’s time to look ahead,’ new Advocis CEO says
Kelly Gorman brings triple-threat expertise to association’s finances, focus
- By: Michelle Schriver
- October 7, 2024 October 7, 2024
- 14:43
Industry moves this week
A mix of moves occurred, plus Dave Kelly officially took the lead at Richardson Wealth
- By: Katie Keir
- October 2, 2024 October 2, 2024
- 17:02
Why TD Bank veteran Raymond Chun is taking the reins from Masrani
Outgoing CEO Masrani, who's retiring in 2025, says Chun is "the right leader at the right time"
- By: Katie Keir
- September 19, 2024 September 19, 2024
- 14:52
TD CEO to retire next year, Chun named successor
In announcing his retirement, Bharat Masrani took responsibility for TD's money laundering failures
- By: The Canadian Press
- September 19, 2024 September 19, 2024
- 10:03
Industry moves this week
CG Wealth snags from CIBC Wood Gundy an advisor team overseeing $1.4 billion, amid big week for advisor moves
- By: Katie Keir
- September 16, 2024 September 16, 2024
- 16:41
Industry moves this week
Kevin Gopaul becomes CIO of REX Financial Canada
- By: Jonathan Got
- September 11, 2024 September 11, 2024
- 14:14
Industry moves this week
Another BMO ETFs departure, and more
- By: Katie Keir
- September 4, 2024 September 10, 2024
- 14:45
Chris McHaney joins Global X
Long-time BMO ETFs portfolio manager will become Global X's head of investment management and strategy
- By: Noushin Ziafati
- September 3, 2024 September 10, 2024
- 07:30
Industry moves this week
A second John Bai joins Aviso Wealth's executive team, and more
- By: Katie Keir
- August 23, 2024 August 23, 2024
- 13:21
Industry moves this week
IG Wealth snagged a new director of business development, and more
- By: Katie Keir
- August 16, 2024 August 16, 2024
- 13:32
Industry moves this week
Richardson Wealth sees top leadership shuffle, and more
- By: Katie Keir
- August 1, 2024 August 1, 2024
- 15:35
Dave Kelly to take the reins at Richardson Wealth
Kish Kapoor steps down in October, will remain on boards of the brokerage and RF Capital
- By: Rudy Mezzetta
- August 1, 2024 August 1, 2024
- 15:24
Frances Donald to become RBC’s chief economist
Other industry veterans and groups are also shifting firms
- By: Katie Keir
- July 26, 2024 April 10, 2025
- 12:40
Industry moves this week
A variety of moves occurred across the industry, including advisor team transitions
- By: Katie Keir
- July 22, 2024 July 26, 2024
- 15:21
RBC unveils executive leadership shuffle
The bank's decision to split its personal and commercial banking divisions was one driver, as was simplifying work flows
- By: Katie Keir
- July 11, 2024 April 10, 2025
- 13:40
FSRA names interim CEO
Stephen Power will take over after Mark White steps down later this month
- By: IE Staff
- July 5, 2024 July 5, 2024
- 12:45
Industry moves this week
Appointments ranged from board changes to a promotion within the Order of Canada
- By: Jonathan Got
- July 4, 2024 July 5, 2024
- 12:08
Industry moves this week
Many leading women in the industry have taken on new roles
- By: Katie Keir
- June 26, 2024 June 26, 2024
- 14:07
Industry moves this week
A mix of executives and advisors have landed at new firms
- By: Katie Keir
- June 13, 2024 June 13, 2024
- 14:55
Industry moves this week
Several industry veterans take on new roles, across a mix of firms
- By: Katie Keir
- June 3, 2024 June 3, 2024
- 15:29