Industry moves this week
Several changes occurred across asset management and wealth management
- By: IE Staff
- February 2, 2023 February 3, 2023
- 15:40
Several changes occurred across asset management and wealth management
Nearly 400 funds have been classified under six responsible investing categories
The award recipients will receive six months of individual executive coaching
Top-level shifts were announced at several major firms, including National Bank Financial, iA Financial Group and RBC Insurance
The head of iA Private Wealth takes over from Sean O’Brien
Jean-Philippe Lemay is stepping aside after one year in the job
Changes include two business banking leadership shifts
Vincent will be a member of the governing council but will not hold other responsibilities
Jon Hountalas to lead personal, business banking operations
The October sitting had 69 candidates
There have been several executive team successor appointments
The Investment Funds Institute of Canada named its replacement for outgoing leader Paul Bourque
A variety of announcements were made
The new Canadian Investor Protection Fund has a leader, alongside other announcements
Women in Capital Markets' annual awards take place in Toronto on Wednesday
Appointments follow the launch of a new division at Raymond James Ltd. and a retirement announcement from CSI
This week's industry moves
Changes include executive shifts at iA Financial Group related to wealth division
Brett Millard and Jason Pereira were recognized for advancing financial planning
A variety of announcements were released
Compensation is often not the main reason that an advisor will switch firms
MD Financial appoints its first woman as CEO
Award celebrates talented young professionals in the investment industry
Leadership veterans joining the IIAC's group of advisors include big hitters like Rick Annaert, Steve Donald and Steve Geist
FSRA's advisory committee for planners, advisors nearly fully staffed; new CFO at CPPIB