David Lane, head of operations in Canada for full-service investment dealer Edward Jones since 2012, will return to the U.S. in September to assume a new leadership role in the firm’s client strategies group, the company announced on Monday.
Under Lane’s leadership, Edward Jones has enjoyed growth in Canada, and now employs nearly 2,000 associates in branch offices and at the home office in Mississauga, Ont.
Tim Kirley, 61, a general partner with the firm since 1994, will assume leadership in Canada. Kirley joined Edward Jones in 1983 as a financial advisor in Michigan, a role he filled until relocating to the firm’s St. Louis headquarters in 1994. He has held a number of senior leadership roles, most recently leading the firm’s five-year planning process and serving as chief strategy officer.
“We thank David for his dedication and the growth and success we have achieved in Canada under his management, and look forward to Tim’s leadership going forward,” said Jim Weddle, Edward Jones managing partner, in a statement.
Lane, 51, was one of the firm’s top-producing financial advisors after joining Edward Jones in 1987. He moved to the U.S. home office in St. Louis in 2006 and served in a variety of leadership roles before relocating to Canada.