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
Martha Moen brings an extensive background in retail banking, strategy, and wealth management
The former Wells Fargo exec has led global teams across all major asset classes
Portfolio manager named director of private client wealth
Andrew Cribb succeeds Mauro Manzi