Vancouver-based trust company manages $400 million in assets
Appointments follow the launch of a new division at Raymond James Ltd. and a retirement announcement from CSI
Shifts occurred across all industry segments
From leadership restructuring to the creation of a new role, it's a busy start to the fall
BMO GAM nabbed 13 investment experts from CI Financial, plus other news
Updates were made to various industry boards
Across multiple industry segments, shifts have occurred
Across all segments of the industry, advisor and management shifts are taking place
A broad range of appointments were made
There were multiple moves in the wealth management space, including top-tier promotions at Wellington-Altus