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Industry moves this week

Michael Cooke retained his role as leader of CETFA's board, while other industry players made a variety of moves

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The secret to hiring summer students

Setting expectations early, assigning specific projects and building in time for fun will lead to a successful experience

announcement

Industry moves this week

Industry veteran Roy Ratnavel to retire, plus a new senior role at Harbourfront Wealth

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Industry moves this week

Manulife names new public markets CIO

  • By: IE Staff
  • June 27, 2023 June 27, 2023
  • 13:27
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Industry moves this week

Job cuts at Mackenzie Investments, and more

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Nancy Paquet to lead wealth management at National Bank

Plus other moves within the industry this week

Toronto real estate

Ontario Teachers’ to move real estate division in-house

John Sullivan will retire from Cadillac Fairview in November

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Industry moves this week

iA Financial Group's president and CEO Denis Ricard will lead CLHIA's board

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Industry moves this week

New appointments include senior executives with Harbourfront Wealth and AGF Management

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Industry moves this week

Raymond James names a new head of investment strategy, while iA shakes up its executive team

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New executive roles at Dynamic Funds, SLC Management

As more Canadians retire and the fixed income space grows, financial services companies are pivoting

Industry moves this week

Changes include new role for former Richardson Wealth CEO Andrew Marsh and Fiduciary Trust Canada has a new CEO

  • April 28, 2023 April 28, 2023
  • 14:05
rules and regulations

FSRA’s Huston Loke appointed CCIR chair

Loke replaces Robert Bradley as head of the insurance regulators' association

  • By: IE Staff
  • April 24, 2023 May 5, 2023
  • 15:25
new label

Industry veteran Jon Kilfoyle joins Wellington-Altus

Kilfoyle moves from IG Wealth Management to lead products and platforms

  • By: Katie Keir
  • April 18, 2023 April 18, 2023
  • 15:54
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Private equity firms brace for difficult year

Conditions for fundraising and deal activity are deteriorating, according to an S&P survey

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New president of iA Private Wealth unveiled

Adam Elliott will transition from president and CEO of iA Clarington Investments

  • By: Katie Keir
  • April 13, 2023 April 13, 2023
  • 12:19
announcement

Horizons names Rohit Mehta as CEO

Role had been filled on an interim basis since Steve Hawkins departed in November

  • By: IE Staff
  • April 11, 2023 April 11, 2023
  • 17:44
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Industry moves this week

There were a mix of changes and an update from RBC Wealth Management Canada on its offer to Gluskin Sheff advisors

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Bank of Canada deputy governor Paul Beaudry to leave post, return to academia at UBC

The central bank will begin an internal recruitment process for the deputy governor position

announcement

BMO Private Wealth takes on Kevin Barnes in newly created role

Barnes' move from TD Wealth's private wealth division is detailed, among other industry news

  • By: Katie Keir
  • March 28, 2023 March 28, 2023
  • 12:43
changes ahead sign

BMO Insurance welcomes back Rohit Thomas

Other industry moves this week include a new head for the FP Canada Institute

  • By: Katie Keir
  • March 23, 2023 March 23, 2023
  • 14:27
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Canaccord appoints former Ontario finance minister to board amid takeover tussle

New appointments come a week after four board members opposed to the takeover resigned

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Women make up one-third of S&P/TSX composite board positions for first time

Women held 33.7% of board seats, up from 27.9% in January 2020

announcement

Martin Lavigne joins ScotiaMcLeod

Other moves include an established advisor group moving to BMO Nesbitt Burns from CG Wealth

man opening curtain to reveal something

Industry moves this week

A team of former MD Financial advisors has emerged at Richardson Wealth