Cindy Boury didn't like the way her financial advisor spoke to her 25 years ago. Now she runs her own branch.
Vancouver-based trust company manages $400 million in assets
Appointments follow the launch of a new division at Raymond James Ltd. and a retirement announcement from CSI
Shifts occurred across all industry segments
From leadership restructuring to the creation of a new role, it's a busy start to the fall
BMO GAM nabbed 13 investment experts from CI Financial, plus other news
Updates were made to various industry boards
Across multiple industry segments, shifts have occurred
Across all segments of the industry, advisor and management shifts are taking place
A broad range of appointments were made