Industry moves this week
Alongside Kevin Gopaul's recent exit from BMO GAM are advisor and senior-level moves
- By: Katie Keir
- August 30, 2023 August 30, 2023
- 11:26
Latest news in People
Kevin Gopaul leaves BMO GAM
Sara Petrcich is now head of the ETF and structured solutions team
- By: Melissa Shin
- August 18, 2023 November 10, 2023
- 15:28
FP Canada names top CFP exam writers from May
A total of 406 people wrote the exam
- By: IE Staff
- August 17, 2023 August 17, 2023
- 12:52
Jordy Chilcott joins Manulife Investment Management
Plus, other people moves across the financial industry
- By: Katie Keir
- August 15, 2023 August 14, 2023
- 07:30
How to improve your out-of-office messages
The point of a vacation auto-reply is to let the receiver know exactly how to proceed in your absence
- By: Todd Humber
- August 14, 2023 August 14, 2023
- 16:45
Tips for leading an advisory team
Leaders need to build a sense of community on their teams and ensure members feel valued
- By: Todd Humber
- August 4, 2023 August 4, 2023
- 15:12
More industry moves this week
Wellington-Altus changes take shape, plus other industry announcements
- By: Katie Keir
- August 4, 2023 August 4, 2023
- 11:04
Industry moves this week
Associations, hedge funds and wealth management firms all made new appointments
- By: Katie Keir
- August 1, 2023 August 1, 2023
- 14:41
Wellington-Altus president Jordy Chilcott leaving firm
His departure, effective July 31, has kickstarted other executive shifts
- By: Katie Keir
- July 26, 2023 July 26, 2023
- 09:00
New global wealth leadership for Scotiabank
The transition for Scotiabank will be finalized as of Jan. 1, 2024
- By: Katie Keir
- July 24, 2023 July 24, 2023
- 11:54
Industry moves this week
Michael Cooke retained his role as leader of CETFA's board, while other industry players made a variety of moves
- By: Katie Keir
- July 19, 2023 July 19, 2023
- 12:24
The secret to hiring summer students
Setting expectations early, assigning specific projects and building in time for fun will lead to a successful experience
- By: Melissa Shin
- July 11, 2023 July 11, 2023
- 12:46
Industry moves this week
Industry veteran Roy Ratnavel to retire, plus a new senior role at Harbourfront Wealth
- By: Katie Keir
- July 7, 2023 July 7, 2023
- 15:23
Industry moves this week
Manulife names new public markets CIO
- By: IE Staff
- June 27, 2023 June 27, 2023
- 13:27
Industry moves this week
Job cuts at Mackenzie Investments, and more
- By: Katie Keir
- June 21, 2023 June 21, 2023
- 13:07
Nancy Paquet to lead wealth management at National Bank
Plus other moves within the industry this week
- By: Katie Keir
- June 13, 2023 June 13, 2023
- 15:04
Ontario Teachers’ to move real estate division in-house
John Sullivan will retire from Cadillac Fairview in November
- By: Mark Burgess
- June 12, 2023 June 12, 2023
- 14:14
Industry moves this week
iA Financial Group's president and CEO Denis Ricard will lead CLHIA's board
- By: Katie Keir
- June 5, 2023 June 5, 2023
- 14:47
Industry moves this week
New appointments include senior executives with Harbourfront Wealth and AGF Management
- By: Katie Keir
- May 26, 2023 May 26, 2023
- 11:47
Industry moves this week
Raymond James names a new head of investment strategy, while iA shakes up its executive team
- By: Katie Keir
- May 16, 2023 May 16, 2023
- 14:00
New executive roles at Dynamic Funds, SLC Management
As more Canadians retire and the fixed income space grows, financial services companies are pivoting
- By: Katie Keir
- May 8, 2023 May 8, 2023
- 13:05
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
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
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
Private equity firms brace for difficult year
Conditions for fundraising and deal activity are deteriorating, according to an S&P survey
- By: Mark Burgess
- April 17, 2023 April 17, 2023
- 12:36