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Businessman overlooking multiple pathway options

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

Tangerine to get new president, CEO in November

Terri-Lee Weeks will take over from Gillian Riley when she retires Nov. 1

  • By: IE Staff
  • October 9, 2024 October 9, 2024
  • 15:32
a man on a precipice

‘It’s time to look ahead,’ new Advocis CEO says

Kelly Gorman brings triple-threat expertise to association’s finances, focus

vintage microphones

Industry moves this week

A mix of moves occurred, plus Dave Kelly officially took the lead at Richardson Wealth

  • By: Katie Keir
  • October 2, 2024 October 2, 2024
  • 17:02

Why TD Bank veteran Raymond Chun is taking the reins from Masrani

Outgoing CEO Masrani, who's retiring in 2025, says Chun is "the right leader at the right time"

  • By: Katie Keir
  • September 19, 2024 September 19, 2024
  • 14:52
TD bank. stock photo

TD CEO to retire next year, Chun named successor

In announcing his retirement, Bharat Masrani took responsibility for TD's money laundering failures

Public statement

Industry moves this week

CG Wealth snags from CIBC Wood Gundy an advisor team overseeing $1.4 billion, amid big week for advisor moves

  • By: Katie Keir
  • September 16, 2024 September 16, 2024
  • 16:41
blurred lights on stage, drama theatre show background

Industry moves this week

Kevin Gopaul becomes CIO of REX Financial Canada

  • By: Jonathan Got
  • September 11, 2024 September 11, 2024
  • 14:14
a woman entering a door of unknown mystery

Industry moves this week

Another BMO ETFs departure, and more

  • By: Katie Keir
  • September 4, 2024 September 10, 2024
  • 14:45
Chris McHaney headshot

Chris McHaney joins Global X

Long-time BMO ETFs portfolio manager will become Global X's head of investment management and strategy

vintage microphones

Industry moves this week

A second John Bai joins Aviso Wealth's executive team, and more

  • By: Katie Keir
  • August 23, 2024 August 23, 2024
  • 13:21
Air raid sirens

Industry moves this week

IG Wealth snagged a new director of business development, and more

  • By: Katie Keir
  • August 16, 2024 August 16, 2024
  • 13:32
change direction

Industry moves this week

Richardson Wealth sees top leadership shuffle, and more

  • By: Katie Keir
  • August 1, 2024 August 1, 2024
  • 15:35

Dave Kelly to take the reins at Richardson Wealth

Kish Kapoor steps down in October, will remain on boards of the brokerage and RF Capital

Frances Donald to become RBC’s chief economist

Other industry veterans and groups are also shifting firms

Industry moves this week

A variety of moves occurred across the industry, including advisor team transitions

old way, new way

RBC unveils executive leadership shuffle

The bank's decision to split its personal and commercial banking divisions was one driver, as was simplifying work flows

Entrance to Financial Services Regulatory Authority of Ontario

FSRA names interim CEO

Stephen Power will take over after Mark White steps down later this month

  • By: IE Staff
  • July 5, 2024 July 5, 2024
  • 12:45
Follow the leader

Industry moves this week

Appointments ranged from board changes to a promotion within the Order of Canada

Newspaper stack

Industry moves this week

Many leading women in the industry have taken on new roles

Businessman overlooking multiple pathway options

Industry moves this week

A mix of executives and advisors have landed at new firms

Industry moves this week

Several industry veterans take on new roles, across a mix of firms

Personnel

iA Private Wealth secures most former Laurentian advisors, assets

The new iAPW advisors will continue their training and systems conversion this summer

Julie Martini moves to Ontario Chamber of Commerce

And Richardson Wealth snags a $500M team from TD

announcement

Industry moves this week

A mix of retirements and board appointments

  • By: Katie Keir
  • April 26, 2024 April 26, 2024
  • 14:41