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Kunal Kapoor, CEO of Morningstar

Making complicated data accessible to advisors and their clients is at the core of Kunal Kapoor's mission

Kendra Kaake

Kendra Kaake has learned that understanding investor behaviour is as important as knowing the numbers

Gillian Riley, CEO, Tangerine Bank

A passion for customer service and a curiosity about client needs have driven Gillian Riley's 25-year career in financial services

  • By: Katie Keir
  • January 17, 2020 January 14, 2020
  • 00:13
Devan Legare, senior investment advisor, Western Weathbuilders

This year's winner of the IIAC Top Under 40 Award advises corporate clients and high-potential millennials and he volunteers in his community

  • By: Leah Golob
  • November 15, 2019 November 28, 2019
  • 00:12
Rachel Volynsky, Mercer Canada

Rachel Volynsky, in her new role, leads the team that provides investment consulting services to Mercer's institutional clients

Portrait of Kristi Mitchem

BMOGAM's Kristi Mitchem is focused on promoting responsible investing and raising the profile of women in the investment sector

  • By: Leah Golob
  • October 11, 2019 October 31, 2019
  • 00:23
Rowena Chan

Rowena Chan brings 30 years of experience and a degree in sociology to her role as president of Sun Life Financial Distributors

  • By: Leah Golob
  • August 23, 2019 October 31, 2019
  • 00:26
David Stephenson

David Stephenson, director of ETF strategy at CIBC Asset Management, says the parent bank's strong relationships with clients are an advantage

  • By: Leah Golob
  • May 31, 2019 October 31, 2019
  • 00:36
Matthew Latimer

Matthew Latimer becomes the new executive director of the Federation of Mutual Fund Dealers as the industry faces numerous challenges

Technology is important, but understanding client needs begins with advisors, says Jeff Macoun

  • By: Katie Keir
  • March 8, 2019 October 31, 2019
  • 15:13