Plus, Adelaide Chiu leaves NEI Investments, and appointments at ScotiaMcLeod and Conexus Credit Union
Other moves include an established advisor group moving to BMO Nesbitt Burns from CG Wealth
Some advisors are looking at GICs, short-term bonds, alternatives and mortgage products for clients
Scotia veteran had held position on interim basis since May
Rob Djurfeldt is no longer with the firm
After a rough showing in 2017, BMO Nesbitt Burns and ScotiaMcLeod faced very different assessments from their advisors this year
Advisors from other banks show interest in jumping ship
Alex Besharat of ScotiaMcLeod discusses new technology rollouts that led to the firm gaining a full point in three tech-related categories
Becoming the new head of ScotiaMcLeod is the culmination of a lifelong journey for Alex Besharat
Examine cash flow and encourage RRSP contributions