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Company: Raymond James Ltd.

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Downtown Toronto Financial District Skyscrapers stock photo

The firm also hopes to reach 25% women advisors by 2025

Modern urban skyscrapers in downtown Chicago from below to the blue summer sky. Sun reflecting in the glass facades of the urban futuristic buildings. Chicago, Illinois, USA

Setting expectations early, assigning specific projects and building in time for fun will lead to a successful experience

new memo employee appointment notice promotion

Raymond James names a new head of investment strategy, while iA shakes up its executive team

Businessman remove one piece from jenga tower Risk management concept metaphor

TD Private Wealth, Raymond James Montreal branch among firms with new appointments

  • By: Katie Keir
  • February 10, 2023 February 10, 2023
  • 13:38
vintage microphones

Top-level shifts were announced at several major firms, including National Bank Financial, iA Financial Group and RBC Insurance

  • By: Katie Keir
  • January 27, 2023 January 27, 2023
  • 14:38
Portrait of Cindy Boury

Cindy Boury didn't like the way her financial advisor spoke to her 25 years ago. Now she runs her own branch.

  • By: Leah Golob
  • December 12, 2022 December 15, 2022
  • 00:15
Vancouver skyline with Stanley Park

Vancouver-based trust company manages $400 million in assets

a woman entering a door of unknown mystery

Appointments follow the launch of a new division at Raymond James Ltd. and a retirement announcement from CSI

  • By: Katie Keir
  • December 1, 2022 December 1, 2022
  • 12:33
Businessman remove one piece from jenga tower Risk management concept metaphor

Shifts occurred across all industry segments

  • By: Katie Keir
  • October 6, 2022 October 6, 2022
  • 16:12

From leadership restructuring to the creation of a new role, it's a busy start to the fall

  • By: Katie Keir
  • September 22, 2022 September 22, 2022
  • 15:07