Leadership | Investment Executive https://www.investmentexecutive.com/tag/leadership/ Canada's news source for financial professionals Tue, 12 Aug 2025 13:29:38 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Leadership | Investment Executive https://www.investmentexecutive.com/tag/leadership/ 32 32 CIBC making senior executive changes https://www.investmentexecutive.com/news/research-and-markets/cibc-making-senior-executive-changes/ Tue, 12 Aug 2025 13:29:37 +0000 https://www.investmentexecutive.com/?p=517339 Bank announces senior leadership shuffle ahead of Harry Culham’s promotion to CEO

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]]> EQB names Open Text CFO Chadwick Westlake as next CEO https://www.investmentexecutive.com/news/industry-news/eqb-names-open-text-cfo-chadwick-westlake-as-next-ceo/ Wed, 09 Jul 2025 14:40:18 +0000 https://www.investmentexecutive.com/?p=514857 Westlake, a former CFO of EQB, will assume the role effective Aug. 25

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]]> BMO Financial Group making changes to senior executive ranks https://www.investmentexecutive.com/news/industry-news/bmo-financial-group-making-changes-to-senior-executive-ranks/ Thu, 05 Jun 2025 14:16:12 +0000 https://www.investmentexecutive.com/?p=511760 Aron Levine named group head and president of BMO U.S.

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]]> ATB Financial partners with U of A on leadership certification https://www.investmentexecutive.com/news/industry-news/atb-financial-partners-with-u-of-a-on-leadership-certification/ Fri, 28 Mar 2025 19:19:59 +0000 https://www.investmentexecutive.com/?p=505803 Plus, an update on George Brown’s industry certificate program

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]]> Canadian CEOs embracing AI amid economic pessimism https://www.investmentexecutive.com/news/industry-news/canadian-ceos-embracing-ai-amid-economic-pessimism/ Tue, 30 Jan 2024 19:47:34 +0000 https://www.investmentexecutive.com/?p=479495 Chief executives realistic about AI risks and the need to retrain workers, PwC survey finds

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]]> Tips for leading an advisory team https://www.investmentexecutive.com/news/people/tips-for-leading-an-advisory-team/ Fri, 04 Aug 2023 19:12:03 +0000 https://www.investmentexecutive.com/?p=469498 Leaders need to build a sense of community on their teams and ensure members feel valued

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]]> Industry moves this week https://www.investmentexecutive.com/news/people/industry-moves-this-week-33/ Fri, 28 Apr 2023 18:05:06 +0000 https://www.investmentexecutive.com/?p=464588 Changes include new role for former Richardson Wealth CEO Andrew Marsh and Fiduciary Trust Canada has a new CEO

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]]> Hold leadership accountable for failures in ethics https://www.investmentexecutive.com/insight/columns/hold-leadership-accountable-for-failures-in-ethics/ Wed, 11 Jan 2023 20:00:37 +0000 https://www.investmentexecutive.com/?p=458440 Industry leaders create the culture that influences advisor behaviour

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]]> Freedom and leadership drive advisor satisfaction https://www.investmentexecutive.com/newspaper_/brokerage-report-card/freedom-and-leadership-drive-advisor-satisfaction/ Mon, 16 May 2022 04:16:00 +0000 https://www.investmentexecutive.com/?p=444150 The Report Card’s top-rated and improving firms are focused on adaptability and advisors’ priorities

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]]> These trends are driving IG Wealth Management’s leadership changes https://www.investmentexecutive.com/news/these-trends-are-driving-ig-wealth-managements-leadership-changes/ Fri, 22 Apr 2022 17:22:42 +0000 https://www.investmentexecutive.com/?p=443170 Newly appointed executives will zero in on tax and retirement planning, intergenerational wealth transfer and social responsibility

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