He will become global CEO of Bregal Investments
Michael Liu, Scott Braun and Nathan Phillips received the award of merit
The firm also introduced a new inflation-focused mutual fund
The fund is managed by Jeff Mo
The prescribed rate on loans to family members remains set at 1%
There are 16 members of the committee
The new index comes amid growing demand for DIY investment
Jacob Toll, Kimberley Priebe and John Hunt made this year's President's List
The winner will be announced on Oct. 12
The former BMO wealth management head will start her new role in November