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Technology is important, but understanding client needs begins with advisors, says Jeff Macoun

  • By: Katie Keir
  • March 8, 2019 October 31, 2019
  • 15:13
Charlie Spiring

Wellington-Altus chairman Charlie Spiring is entering a new venture to do what he does best: Create wealth

Montreal downtown skyscrapers in winter

The new CEO of PWL is focused on embracing technology and bringing in young advisors to help the firm attract clients

Top Under 40 Award winner's dedication to underserved communities is a reflection of where the industry is heading

Andrew Auerbach, BMO Nesbitt Burns, Investment Executive November 2018, page 12

The new head of BMO Nesbitt Burns wants to help advisors grow their businesses by working with other experts at BMO

Investment Execuitve Mid-October 2018 page 10

St├ęphane Dulude will be drawing on his experience to help Peak Financial Group expand its footprint outside Quebec

Investment Executive October 2018, page 18, Phil Marsillo sets sights on growth

The new president of IDC Worldsource Insurance Network is focused on meeting the expanding needs of the MGA's advisors

Investment Executive June 2018 front cover

The head of newly formed Aviso Wealth aims to attract advisors from the banks, independent firms and insurers

Leadership corporate hierarchy recruiter team leader employee selection new job

Competing for shelf space will be more difficult, thanks to tightening product shelves and regulatory requirements

The new head of Women in Capital Markets is well positioned to promote greater equality within the industry

  • By: Leah Golob
  • March 1, 2018 October 31, 2019
  • 00:13