Industry moves this week
New firm Delisle Advisory Group named a COO, plus more executive and advisor shifts
- By: Katie Keir
- February 2, 2024 February 2, 2024
- 12:44
Latest news in People
OSC’s Kehoe will exit at the end of February
Leslie Byberg will oversee enforcement as the regulator looks for a new director
- By: Katie Keir
- January 23, 2024 January 23, 2024
- 15:32
Industry moves this week
Alongside Macoun's pending exit from Canada Life were changes at Wellington-Altus, Broadridge Financial and more
- By: Katie Keir
- January 18, 2024 January 18, 2024
- 15:19
Industry moves: Jeff Macoun to retire after four decades with Canada Life
Plus, Women in Capital Markets names new chief executive
- By: IE Staff
- January 16, 2024 January 16, 2024
- 14:25
Industry moves: Alts firm Accelerate appoints Kevin Gopaul as special advisor
Plus, Ontario Teachers' makes executive appointments
- By: IE Staff
- January 12, 2024 January 12, 2024
- 13:44
CI Financial’s Darie Urbanky will depart at the end of next year
CIO Marc-André Lewis will become co-head of CI Global Asset Management as of Jan. 1
- By: Katie Keir
- December 21, 2023 December 21, 2023
- 11:21
Former OSC chair, FAIR co-founder dies
Stanley Beck was a regulator, academic and investor advocate
- By: James Langton
- December 20, 2023 December 20, 2023
- 12:48
Industry moves this week
Joanna Rotenberg leaves Fidelity Investments, plus other moves
- By: Katie Keir
- December 19, 2023 December 19, 2023
- 16:53
Industry moves: Executive departure at TD leads to new wealth head
Ray Chun moves to personal banking and Tim Wiggan heads wealth management and insurance
- By: Katie Keir
- December 11, 2023 December 11, 2023
- 12:06
Industry moves this week
Former Scotiabank head to lead new Ontario Infrastructure Bank, plus other news
- By: Katie Keir
- December 8, 2023 December 8, 2023
- 12:52
Andrew Marsh appointed to Wellington-Altus board
In other news, two advisor teams joined Richardson Wealth's new Victoria-based office
- By: Katie Keir
- November 30, 2023 November 30, 2023
- 06:01
Industry moves: Karl Cheong has left First Trust Portfolios Canada
Other developments this week include cuts at Manulife and several advisor team moves
- By: IE Staff
- November 15, 2023 July 10, 2024
- 13:15
Industry moves this week
Two wealth groups left Richardson Wealth, plus other notable moves across financial services
- By: Katie Keir
- November 9, 2023 November 10, 2023
- 13:48
Duane Green leaves Franklin Templeton
Andrew Ashton takes over as chairman
- By: Melissa Shin
- November 7, 2023 November 7, 2023
- 12:27
Industry moves this week
Multiple industry veterans made changes, plus Richardson Wealth's John Horwood retired
- By: Katie Keir
- November 3, 2023 November 3, 2023
- 13:44
Financial services leaders honoured by Women’s Executive Network
Women in banking and insurance received recognition
- By: IE Staff
- October 30, 2023 October 31, 2023
- 16:19
Meghan Meger appointed sole head of BMO Private Wealth Canada
Geoff Newton, who had been co-head of BMO Private Wealth Canada since June 2022, has departed
- By: Melissa Shin
- October 25, 2023 October 25, 2023
- 16:15
Industry moves this week
Laurentian Bank has announced further executive shifts following its leadership change earlier this month
- By: Katie Keir
- October 11, 2023 October 12, 2023
- 16:08
Industry moves this week
Abraham Tachjian stays on as Canada's open banking lead, plus Laurentian Bank changes leadership
- By: Katie Keir
- October 4, 2023 October 4, 2023
- 12:53
Laurentian Bank appoints new CEO after computer mainframe outage
The computer issue comes only weeks after Laurentian completed a strategic review without a deal to sell the bank
- By: Ian Bickis, The Canadian Press
- October 2, 2023 October 2, 2023
- 15:35
Industry moves this week
RBC Investor Services has a new CEO, and changes arise from iA Financial Group's capital markets restructuring
- By: Katie Keir
- September 28, 2023 September 29, 2023
- 15:36
So you want to start a podcast
Two portfolio managers explain why their podcast has run successfully for more than five years
- By: Melissa Shin
- September 25, 2023 September 25, 2023
- 16:12
Industry moves this week
IFIC elected board members and some well-known names received promotions
- By: Katie Keir
- September 22, 2023 September 22, 2023
- 14:44
Industry moves this week
Head of Advocis resigns, and other industry moves
- By: Katie Keir
- September 13, 2023 September 13, 2023
- 16:24
Manulife veteran to lead iA Clarington Investments
Plus, new leadership at Women in Capital Markets and a new executive at Horizons
- By: Katie Keir
- September 5, 2023 September 5, 2023
- 09:00