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Company: BMO Nesbitt Burns Inc.

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Firm failed to adequately oversee rep's risky trading strategy, CIRO says

Maarten Jansen, Martha Moen and Craig Meeds

Meghan Meger announces her retirement as Maarten Jansen, Craig Meeds and Martha Moen join the firm

Meghan Meger

Geoff Newton, who had been co-head of BMO Private Wealth Canada since June 2022, has departed

Brokerage reduces regions to four from six, eliminating nine positions

  • By: Melissa Shin
  • September 29, 2023 September 29, 2023
  • 10:35

Other moves include an established advisor group moving to BMO Nesbitt Burns from CG Wealth

A widow sued her brokerage firm, alleging it failed to tell her about a change in her husband's accounts

Firm settles IIROC allegation of inadequately supervising new-issue trading

Canaccord and Wellington both snagged advisors, while Beutel Goodman named fixed income lead

  • By: Katie Keir
  • August 23, 2022 August 23, 2022
  • 13:51
announcement

Meghan Meger and Geoff Newton will take over as co-heads of BMO Private Wealth in Canada next month

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