iStockphoto/Naige Schulte

Each week, we summarize notable moves across the financial industry.

  • Dan Rees has joined alternative lender goeasy Ltd. as CEO. Rees spent 25 years with Scotiabank in executive roles, most recently as group head of Canadian banking, and prior to that, of operations. The goeasy board had been searching for a new lead executive since July 2024. Previous president and CEO Jason Mullins stepped down in December, but remains a director.
  • Robert Bard has been named president, wealth management of Cardinal Point’s Montreal operations, following Cardinal’s acquisition of Dorchester, which closed March. 1. Bard was president of Dorchester, which became a partner firm of New York-based Cardinal in 2015, for 16 years. Before that, Bard spent 14 years as a managing director at Magna Vista Investment Management.
  • Sean Swift has been named director, equities research with Mackenzie Investments, a firm he joined in 2023 as a senior investment analyst. He has previous equity research experience with Invesco Canada and RBC Wealth Management, and earlier in his career had sales roles with Mackenzie.
  • The Nova Scotia Securities Commission has announced several new appointments. Valerie Seager has been appointed chair, succeeding Paul Radford, who has served in the role since 2015. Seager, who was previously vice-president of legal and regulatory affairs with the Halifax International Airport Authority, has been a commission member since 2012, and became vice-chair in 2023. Heidi Walsh-Sampson, a business lawyer who has served as a commission member since 2017, has been appointed vice-chair. In addition, Rodney Casey and Jason Cooke have been appointed commission members.

If you know of other people moves in the financial industry and/or would like us to consider your announcement, email Alisha Hiyate at alisha.h@newcom.ca.