Plus, Steven Krupica joins National Bank and Advocis names new chair, board members
New appointments at CI Financial and Odlum Brown, plus an addition at Wellington-Altus Private Wealth
Joanna Rotenberg to head up new Vanguard division, plus appointments at Ninepoint and CIRO
A mix of executive and advisor moves were announced
AIMCo names interim CEO, plus a slew of advisor team moves
From changing firms to starting new groups, advisors are making moves
This roundup includes a mix of industry veterans who have chosen new firms or ventures
Michael Kaumeyer will be based in Calgary and work nationally for the firm
Kelly Gorman brings triple-threat expertise to association’s finances, focus
Appointments follow multiple executive changes as bank resolves U.S. investigations into anti–money laundering program