Lewis Kent wins Distinguished New Advisor Award
London, Ont.-based advisor serves physician clients
- By: Rudy Mezzetta
- October 18, 2021 October 19, 2021
- 19:02
Latest news in People
BMO adds new senior role focused on wealth firm strategy, growth
Effective Nov. 1, Geoff Newton will take on the newly created role at BMO Private Wealth
- By: Katie Keir
- October 13, 2021 October 13, 2021
- 14:51
CBA president stepping down
Neil Parmenter's last day will be Dec. 23
- By: IE Staff
- October 13, 2021 October 13, 2021
- 11:30
Jonathan Lin named 2021 winner of IIAC Top Under 40 award
Award celebrates talented young professionals in the investment industry
- By: Maddie Johnson
- October 12, 2021 October 12, 2021
- 10:11
Lesley Poole named FP Canada Fellow
The distinction honours her contributions to professional financial planning
- By: IE Staff
- October 6, 2021 October 6, 2021
- 16:40
Philip Petursson moves to IG Wealth
Petursson is the firm's first chief investment strategist
- By: Katie Keir
- October 1, 2021 October 1, 2021
- 11:05
CFA Societies Canada appoints new board leadership, members
Ronald Schwarz succeeds David Smith as chairman
- By: IE Staff
- September 29, 2021 September 29, 2021
- 11:19
Alain Carrier to leave CPP Investment Board
He will become global CEO of Bregal Investments
- By: IE Staff
- September 28, 2021 September 28, 2021
- 15:44
Chrystia Freeland to remain as Finance Minister
Trudeau will reconvene Parliament by the end of the fall
- By: IE staff, with files from Canadian Press
- September 28, 2021 September 28, 2021
- 15:23
QAFP exam award for merit recipients announced
Michael Liu, Scott Braun and Nathan Phillips received the award of merit
- By: IE Staff
- September 28, 2021 September 28, 2021
- 15:11
CIBC hires former Liberal innovation minister Navdeep Bains
Bains officially joins the bank Oct. 4
- By: Canadian Press
- September 27, 2021 September 27, 2021
- 10:46
Boston Fed’s Rosengren to retire early citing health reasons
Rosengren has worked at the Boston Fed for 35 years and spent the last 14 as president
- By: Christopher Rugaber, The Associated Press
- September 27, 2021 September 27, 2021
- 10:40
FP Canada reveals top performers on May CFP exam
Jacob Toll, Kimberley Priebe and John Hunt made this year's President's List
- By: IE Staff
- September 23, 2021 September 23, 2021
- 13:20
IIAC releases Top Under 40 nominees
The winner will be announced on Oct. 12
- By: IE Staff
- September 20, 2021 September 20, 2021
- 15:22
Joanna Rotenberg heading to Fidelity
The former BMO wealth management head will start her new role in November
- By: IE Staff
- September 20, 2021 September 20, 2021
- 14:12
RBC announces executive changes
The changes are tied to members of RBC's group executive committee
- By: Maddie Johnson
- September 17, 2021 September 17, 2021
- 11:24
Cary List receives lifetime achievement award in financial planning
FP Canada honoured the former president and CEO for his contributions to the profession
- By: IE Staff
- September 15, 2021 September 15, 2021
- 12:49
Equitable Life makes changes to executive leadership team
One executive joins the company while another was promoted
- By: IE Staff
- September 14, 2021 September 14, 2021
- 13:27
Kathrin Forrest joins Capital Group
The Sun Life veteran will support the firm’s wealth management and institutional retirement businesses
- By: Maddie Johnson
- September 14, 2021 September 14, 2021
- 11:35
PenderFund names new president
Carlos Desierto was previously a managing director at Manulife Investment Management
- By: Maddie Johnson
- September 14, 2021 September 14, 2021
- 11:13
Sun Life appoints first chief sustainability officer
Alanna Boyd's mandate is to build on the company's long-term economic, environmental and social commitments
- By: IE Staff
- September 13, 2021 September 13, 2021
- 11:41
RF Capital appoints head of corporate development
Natalie Bisset will spearhead recruitment initiatives, strategic partnerships and acquisitions
- By: Maddie Johnson
- September 8, 2021 September 8, 2021
- 11:42
iA Financial Group appoints new EVP and chief risk officer
Philippe Sarfati comes to the company from Concentra Bank
- By: Daniel Calabretta
- September 7, 2021 September 7, 2021
- 16:42
National Bank appoints new vice-chairman of commercial banking and financial markets
Michael Denham brings over 30 years of industry experience
- By: Maddie Johnson
- September 1, 2021 September 1, 2021
- 11:00
CFIQ names new board leadership
Eric Hallé will chair the board of governors
- By: IE Staff
- September 1, 2021 September 1, 2021
- 11:00