Investment Executive AM newsletter

Monday December 26, 2022
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News
Building funds for all seasons
Mackenzie's new president and CEO says advisors are looking for alternatives as rising prices and interest rates threaten traditional returns
October 31, 2022

News
New RIA CEO hopes ESG standards will raise industry confidence
Helping the industry establish sustainable investment standards is crucial, says Patricia Fletcher
June 13, 2022

From the Regulators
IIROC’s Kriegler to lead new SRO
Regulators are also forming a new advisory committee to review SRO consolidation
June 27, 2022

People
New CEO for Fiera Capital
Fiera Capital founder Jean-Guy Desjardins will become executive chairman while Jean-Philippe Lemay will become CEO
January 5, 2022

People
Naveed Irshad succeeds Michael Doughty as Manulife CEO
Doughty, also 2021–22 chairman of the Canadian Life and Health Insurance Association (CLHIA), retired at the end of September after more than three decades with Manulife
May 25, 2022

News
Cross-border expertise with a caring approach
Listening to clients is key, says Shiraz Ahmed, Top Under 40 Award winner and founder of the Sartorial Wealth team at Raymond James Ltd.
November 21, 2022

Industry News
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
March 21, 2022

People
Carte Wealth appoints new president
Maria Jose Flores was named the firm's president on May 3, and she plans to take the dealer to $50B in AUA
May 5, 2022

Building Your Business
What true diversification means
Connor Clark & Lunn VP Duane Ledgister likes alternatives for his business-owner clients
May 16, 2022

Industry News
Ned Goodman passed away in August
Former CEO of DundeeWealth co-founded Beutel Goodman & Co. Ltd.
August 9, 2022

People
Paul K. Bates passed away in September
Industry leader served on Ontario Securities Commission, as dean of the DeGroote School of Business and head of Charles Schwab Canada
September 8, 2022


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