Industry moves this week
A new CFO for Sun Life Financial, plus a newly created growth-focused role within ScotiaMcLeod
- By: Katie Keir
- March 25, 2024 March 25, 2024
- 15:25
Latest news in People
RBC names Maria Douvas chief legal and administrative officer
She will oversee enterprise strategy, procurement, corporate real estate, climate and the chief data office
- By: The Canadian Press
- March 20, 2024 March 20, 2024
- 14:01
Industry moves this week
A variety of moves occurred across several industry areas
- By: Katie Keir
- March 18, 2024 March 18, 2024
- 14:00
PPI adjusts executive team, aiming to attract more advisors
Other major top-level shifts have occurred at CIBC and the Ontario Securities Commission
- By: Katie Keir
- March 7, 2024 March 14, 2024
- 17:44
Industry moves this week
The new Federation of Independent Dealers named its 2024 board leader and future focus
- By: Katie Keir
- March 5, 2024 March 28, 2024
- 13:15
Industry moves this week
Alongside BMO Private Wealth's leadership shift were several other veteran and advisor announcements
- By: Katie Keir
- February 23, 2024 February 23, 2024
- 11:41
BMO Private Wealth adds leaders from TD, RBC and Broadridge
Meghan Meger announces her retirement as Maarten Jansen, Craig Meeds and Martha Moen join the firm
- By: Melissa Shin
- February 21, 2024 February 22, 2024
- 16:54
Industry moves this week
Two people departed from Scotiabank, including veteran executive Jake Lawrence
- By: Katie Keir
- February 15, 2024 February 15, 2024
- 14:29
Former TD Wealth executive Craig Meeds departs
Meeds had been head of investment management practices and wealth insurance services since 2018
- By: Katie Keir
- February 9, 2024 February 9, 2024
- 11:24
Industry moves this week
New firm Delisle Advisory Group named a COO, plus more executive and advisor shifts
- By: Katie Keir
- February 2, 2024 February 2, 2024
- 12:44
OSC’s Kehoe will exit at the end of February
Leslie Byberg will oversee enforcement as the regulator looks for a new director
- By: Katie Keir
- January 23, 2024 January 23, 2024
- 15:32
Industry moves this week
Alongside Macoun's pending exit from Canada Life were changes at Wellington-Altus, Broadridge Financial and more
- By: Katie Keir
- January 18, 2024 January 18, 2024
- 15:19
Industry moves: Jeff Macoun to retire after four decades with Canada Life
Plus, Women in Capital Markets names new chief executive
- By: IE Staff
- January 16, 2024 January 16, 2024
- 14:25
Industry moves: Alts firm Accelerate appoints Kevin Gopaul as special advisor
Plus, Ontario Teachers' makes executive appointments
- By: IE Staff
- January 12, 2024 January 12, 2024
- 13:44
CI Financial’s Darie Urbanky will depart at the end of next year
CIO Marc-André Lewis will become co-head of CI Global Asset Management as of Jan. 1
- By: Katie Keir
- December 21, 2023 December 21, 2023
- 11:21
Former OSC chair, FAIR co-founder dies
Stanley Beck was a regulator, academic and investor advocate
- By: James Langton
- December 20, 2023 December 20, 2023
- 12:48
Industry moves this week
Joanna Rotenberg leaves Fidelity Investments, plus other moves
- By: Katie Keir
- December 19, 2023 December 19, 2023
- 16:53
Industry moves: Executive departure at TD leads to new wealth head
Ray Chun moves to personal banking and Tim Wiggan heads wealth management and insurance
- By: Katie Keir
- December 11, 2023 December 11, 2023
- 12:06
Industry moves this week
Former Scotiabank head to lead new Ontario Infrastructure Bank, plus other news
- By: Katie Keir
- December 8, 2023 December 8, 2023
- 12:52
Andrew Marsh appointed to Wellington-Altus board
In other news, two advisor teams joined Richardson Wealth's new Victoria-based office
- By: Katie Keir
- November 30, 2023 November 30, 2023
- 06:01
Industry moves: Karl Cheong has left First Trust Portfolios Canada
Other developments this week include cuts at Manulife and several advisor team moves
- By: IE Staff
- November 15, 2023 July 10, 2024
- 13:15
Industry moves this week
Two wealth groups left Richardson Wealth, plus other notable moves across financial services
- By: Katie Keir
- November 9, 2023 November 10, 2023
- 13:48
Duane Green leaves Franklin Templeton
Andrew Ashton takes over as chairman
- By: Melissa Shin
- November 7, 2023 November 7, 2023
- 12:27
Industry moves this week
Multiple industry veterans made changes, plus Richardson Wealth's John Horwood retired
- By: Katie Keir
- November 3, 2023 November 3, 2023
- 13:44
Financial services leaders honoured by Women’s Executive Network
Women in banking and insurance received recognition
- By: IE Staff
- October 30, 2023 October 31, 2023
- 16:19