Mackenzie will be taking on the role of CEO and UDP while Kevin Barber has been appointed as chief administrative officer
Lindsay Sawyer Fay and Darren Ryan will be celebrated and participate in a discussion during this year’s conference, which takes place in San Diego from Nov. 6-9.
Mike Pedersen will retire as president and CEO of TD’s U.S. bank and Greg Braca will take over effective June 1, 2017
Advisors are bullish on eight of 14 asset classes, and sentiment was strongest for the S&P/TSX 60 index
Combining the Fédération des caisses Desjardins du Québec and Caisse centrale Desjardins would simplify financial disclosure efforts
Leaders met in Japan to discuss the many challenges facing the industry
The firm has brought on Stephanie Tsui as director of Asian wealth and Grant Conroy as associate portfolio manager
Slocum’s team will join Pavilion Advisory Group and operate out of its Minneapolis office
Chrispin also assumes the role of president and COO of Desjardins Financial Security
Mike Lewis and Heather Saxon replace Darlys Corbitt and Alan Bett, respectively, as their organizations’ representatives