
Industry moves this week
This roundup includes a mix of industry veterans who have chosen new firms or ventures
- By: Katie Keir
- October 17, 2024 October 17, 2024
- 12:40
This roundup includes a mix of industry veterans who have chosen new firms or ventures
Terri-Lee Weeks will take over from Gillian Riley when she retires Nov. 1
Kelly Gorman brings triple-threat expertise to association’s finances, focus
A mix of moves occurred, plus Dave Kelly officially took the lead at Richardson Wealth
Outgoing CEO Masrani, who's retiring in 2025, says Chun is "the right leader at the right time"
In announcing his retirement, Bharat Masrani took responsibility for TD's money laundering failures
CG Wealth snags from CIBC Wood Gundy an advisor team overseeing $1.4 billion, amid big week for advisor moves
Kevin Gopaul becomes CIO of REX Financial Canada
Another BMO ETFs departure, and more
Long-time BMO ETFs portfolio manager will become Global X's head of investment management and strategy
A second John Bai joins Aviso Wealth's executive team, and more
IG Wealth snagged a new director of business development, and more
Richardson Wealth sees top leadership shuffle, and more
Kish Kapoor steps down in October, will remain on boards of the brokerage and RF Capital
Other industry veterans and groups are also shifting firms
A variety of moves occurred across the industry, including advisor team transitions
The bank's decision to split its personal and commercial banking divisions was one driver, as was simplifying work flows
Stephen Power will take over after Mark White steps down later this month
Appointments ranged from board changes to a promotion within the Order of Canada
Many leading women in the industry have taken on new roles
A mix of executives and advisors have landed at new firms
Several industry veterans take on new roles, across a mix of firms
The new iAPW advisors will continue their training and systems conversion this summer
And Richardson Wealth snags a $500M team from TD
A mix of retirements and board appointments