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Company: BMO Nesbitt Burns Inc.

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Industry moves this week

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

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

new memo employee appointment notice promotion

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
vintage microphones

Head of BMO Private Wealth to retire

Andrew Auerbach will depart in the coming months after more than two decades with the firm

  • By: IE Staff
  • December 30, 2021 December 30, 2021
  • 12:12
Grand opening, cutting red ribbon

BMO adds new senior role focused on wealth firm strategy, growth

Effective Nov. 1, Geoff Newton will take on the newly created role at BMO Private Wealth

  • By: Katie Keir
  • October 13, 2021 October 13, 2021
  • 14:51
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Court approves $100-million BMO class action settlement over FX fees

The legal team gets $20 million, and a former advisor turned plaintiff was awarded $50,000

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Deal numbers down, proceeds up for IPO market

BMO tops league tables, followed by CIBC and Scotia

A gavel rests on its sounding block with a several law books and a justice scale out of fucus in the background. A cool blue cast dominates the scene. (A gavel rests on its sounding block with a several law books and a justice scale out of fucus in t

Investors prevail in $100-million BMO class action

Court finds registered account investors were charged undisclosed currency fees for 10 years

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Ron Mock joins C.D. Howe Institute as senior fellow

Mock recently served as president and CEO of Ontario Teachers’ Pension Plan

  • By: IE Staff
  • January 6, 2020 January 6, 2020
  • 11:24
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BMO Nesbitt Burns closes funds, citing proposed tax changes

The rules would prevent funds from using derivative transactions to convert ordinary income into capital gains