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
The new CEO of PWL is focused on embracing technology and bringing in young advisors to help the firm attract clients
The investment industry veteran takes over from Sheldon Levy
Jacquelyn Titus will enable the Britain-based bank to expand its focus on Canada’s financial services industry
The RAC serves as a forum to discuss compliance and registration issues