BMO Private Wealth names leadership duo
Meghan Meger and Geoff Newton will take over as co-heads of BMO Private Wealth in Canada next month
- By: Katie Keir
- May 4, 2022 May 4, 2022
- 16:30
Latest news in People
Executive moves this week
Appointments were made at two of the Big Six banks; AIMCo hires its first CTO
- By: Katie Keir
- April 29, 2022 April 29, 2022
- 15:09
BMO Private Investment Counsel appoints new chief strategist
Brent Joyce has been hired as chief investment strategist and managing director of BPIC
- By: Daniel Calabretta
- April 28, 2022 April 28, 2022
- 15:06
Brainard wins Senate confirmation to be Fed’s vice chair
Financial markets expect the Fed to keep raising rates to a range of 2.5% to 2.75% by the end of this year
- By: Christopher Rugaber, The Associated Press
- April 26, 2022 April 26, 2022
- 16:16
Executive moves this week
Multiple firms made announcements, plus BMO's Auerbach released a long-awaited retirement note
- By: Katie Keir
- April 22, 2022 April 22, 2022
- 14:02
Executive moves this week
A broad range of appointments were made
- By: Katie Keir
- April 7, 2022 April 7, 2022
- 11:57
IIAC calls for nominations for Top Under 40 and other awards
Nominations for the Top Under 40 will be accepted until June 3, while the other award nominations are due May 13
- By: IE Staff
- April 6, 2022 April 6, 2022
- 09:21
Industry moves this week
A mix of moves occurred this week, with Tiff Macklem and Grant Vingoe taking on new roles
- By: Katie Keir
- April 1, 2022 April 1, 2022
- 15:04
TDAM’s new CIO is ready to tackle tough markets
With the firm's growing suite of offerings, now is an "exciting" time to assume the role, David Sykes says
- By: Katie Keir
- April 1, 2022 April 1, 2022
- 14:03
How much extra these life insurer CEOs earned for exceeding 2021 performance targets
Manulife CEO Roy Gori’s 2021 compensation added up to US$13.3 million
- By: Greg Meckbach
- March 30, 2022 March 30, 2022
- 15:04
Executive moves this week
There were multiple moves in the wealth management space, including top-tier promotions at Wellington-Altus
- By: Katie Keir
- March 24, 2022 March 24, 2022
- 14:51
Abraham Tachjian to lead open banking initiative
The government's advisory group recommended that a system be in place by the end of next year
- By: IE Staff
- March 22, 2022 March 22, 2022
- 16:57
Wellington-Altus announces executive leadership change
Shaun Hauser is the firm's CEO, while Jordy Chilcott becomes president of the firm's private wealth and insurance arms
- By: Daniel Calabretta
- March 21, 2022 March 21, 2022
- 11:30
Executive moves this week
Deputy chief economist Dawn Desjardins announced her retirement from RBC, while other industry veterans emerged in new roles
- By: Katie Keir
- March 18, 2022 March 18, 2022
- 12:59
Executive moves this week
Alongside Manulife Securities getting a new president and CEO, other shifts occurred
- By: Katie Keir
- March 2, 2022 March 2, 2022
- 14:41
Manulife Securities names new CEO amid advice-model transformation
Rick Annaert has stepped down after 17 years, and Richard McIntyre, head of sales, takes his place
- By: Katie Keir
- March 2, 2022 March 2, 2022
- 13:59
Mackenzie’s McInerney to retire
Luke Gould, IGM Financial's CFO, will replace him as the company shuffles management ranks
- By: IE Staff
- March 1, 2022 March 1, 2022
- 12:57
Industry moves this week
Two advisors made moves from big banks, alongside other industry moves
- By: Katie Keir
- February 24, 2022 February 24, 2022
- 10:37
Quebec’s Top Leaders announced
Louis Vachon and others were honoured by Finance et Investissement
- By: IE Staff
- February 22, 2022 February 13, 2023
- 17:55
Representation of women with intersecting identities still low in senior corporate roles: Survey
Large firms surveyed in finance and insurance have gender parity at senior levels
- By: Greg Meckbach
- February 16, 2022 February 16, 2022
- 16:44
Executive moves this week
From brokerage firms to pension managers, shifts occurred across the industry
- By: Katie Keir
- February 15, 2022 February 15, 2022
- 16:36
Executive moves this week
Current and former banking execs are among the new appointees
- By: Katie Keir
- February 9, 2022 February 9, 2022
- 16:38
Executive moves this week
High-level moves happened at the IIAC and within wealth management and fintech firms
- By: Katie Keir
- February 3, 2022 February 3, 2022
- 15:27
Top CFP exam writers announced
FP Canada's latest President's List honoured October candidates
- By: IE Staff
- February 3, 2022 February 3, 2022
- 14:42
Harbourfront hires executive managing director of tax and wealth planning
Paul Marion will develop a new tax and wealth planning framework for wealthy clients
- By: IE Staff
- January 31, 2022 January 28, 2022
- 09:00