Financial industry veteran Peter Routledge appointed for five-year term
Jeff Macoun named president and COO, Canada
Applicants should have an excellent knowledge of Ontario securities law and significant practice experience in securities litigation
Kanesh Lakhani succeeds Jayne Sutcliffe
Edmond Walters previously served as CEO and founder of eMoney Advisor
Andrew Kemp succeeds Mike Robinson
Surjit Rajpal and Gilles Ouellette will retire in 2019
Shane Clifford will focus on global strategy and business development
Advisors can reduce the risks of wealth transfer by meeting with client’s children, says Deborah McGrath
The committee serves as a forum to discuss issues and challenges faced by dealers and fund managers