With new president and CEO Duane Green at the helm, Franklin Templeton is embarking on a period of change, looking to diversify its product offerings greatly
Peter Lee says CIBC's combined services for HNW clients are a "cross-pollination" that appeals to this affluent group
Larry Tomei says giving clients the best treatment will help fuel HSBC Bank Canada's growth
The head of Scotiabank's aggressive push into an international tech makeover says the transformation is being driven by disruptive forces already in motion
Scott Findlay, the new head of the IFB, says that maintaining the independence of financial advisors is crucial to ensuring that clients have the best options in product choice and advisor compensation
Rowena Chan, the new head of TD Wealth Financial Planning, wants to double assets under administration
Guy Cormier must prepare Desjardins Group for change, while maintaining its special character as a co-operative
The newly appointed CEO of Mackenzie Investments plans to use global strategies and product innovations to provide more options for retail clients
Product consolidation and increasing assets are on the agenda for Bernard Letendre, new president at Manulife Investments
National Bank is intent on increasing its high net-worth business, with a strong focus on clients rather than managing fund products