Carolyn Rogers begins her three-year term as secretary general on August 14
Technology is important, but understanding client needs begins with advisors, says Jeff Macoun
Michael Capatides will succeed Larry D. Richman on April 1
Christian Hensley is a former executive with CPPIB
The changes take effect today
Eric Monteiro named chief client experience officer; Rowena Chan joins Sun Life from TD Wealth Financial Planning
Davis will lead U.S. fund research
The former MP will work in senior client coverage and business development
Tom McGuire will succeed Andrew Branion as executive vice-president and group treasurer
Along with driving the strategic direction of FP Canada, Vizl will head the FP Canada Institute