Home News People Page 3

Latest news in People

Former TD Wealth executive Craig Meeds departs

Meeds had been head of investment management practices and wealth insurance services since 2018

  • By: Katie Keir
  • February 9, 2024 February 9, 2024
  • 11:24
vintage microphones

Industry moves this week

New firm Delisle Advisory Group named a COO, plus more executive and advisor shifts

  • By: Katie Keir
  • February 2, 2024 February 2, 2024
  • 12:44
vintage microphones

OSC’s Kehoe will exit at the end of February

Leslie Byberg will oversee enforcement as the regulator looks for a new director

  • By: Katie Keir
  • January 23, 2024 January 23, 2024
  • 15:32
a woman entering a door of unknown mystery

Industry moves this week

Alongside Macoun's pending exit from Canada Life were changes at Wellington-Altus, Broadridge Financial and more

  • By: Katie Keir
  • January 18, 2024 January 18, 2024
  • 15:19

Industry moves: Jeff Macoun to retire after four decades with Canada Life

Plus, Women in Capital Markets names new chief executive

  • By: IE Staff
  • January 16, 2024 January 16, 2024
  • 14:25
vintage microphones

Industry moves: Alts firm Accelerate appoints Kevin Gopaul as special advisor

Plus, Ontario Teachers' makes executive appointments

  • By: IE Staff
  • January 12, 2024 January 12, 2024
  • 13:44
Personnel

CI Financial’s Darie Urbanky will depart at the end of next year

CIO Marc-André Lewis will become co-head of CI Global Asset Management as of Jan. 1

  • By: Katie Keir
  • December 21, 2023 December 21, 2023
  • 11:21

Former OSC chair, FAIR co-founder dies

Stanley Beck was a regulator, academic and investor advocate

Industry moves this week

Joanna Rotenberg leaves Fidelity Investments, plus other moves

  • By: Katie Keir
  • December 19, 2023 December 19, 2023
  • 16:53
change direction

Industry moves: Executive departure at TD leads to new wealth head

Ray Chun moves to personal banking and Tim Wiggan heads wealth management and insurance

  • By: Katie Keir
  • December 11, 2023 December 11, 2023
  • 12:06

Industry moves this week

Former Scotiabank head to lead new Ontario Infrastructure Bank, plus other news

  • By: Katie Keir
  • December 8, 2023 December 8, 2023
  • 12:52
Crowded boardroom

Andrew Marsh appointed to Wellington-Altus board

In other news, two advisor teams joined Richardson Wealth's new Victoria-based office

  • By: Katie Keir
  • November 30, 2023 November 30, 2023
  • 06:01
vintage microphones

Industry moves: Karl Cheong has left First Trust Portfolios Canada

Other developments this week include cuts at Manulife and several advisor team moves

  • By: IE Staff
  • November 15, 2023 July 10, 2024
  • 13:15

Industry moves this week

Two wealth groups left Richardson Wealth, plus other notable moves across financial services

  • By: Katie Keir
  • November 9, 2023 November 10, 2023
  • 13:48
announcement

Duane Green leaves Franklin Templeton

Andrew Ashton takes over as chairman

a woman entering a door of unknown mystery

Industry moves this week

Multiple industry veterans made changes, plus Richardson Wealth's John Horwood retired

  • By: Katie Keir
  • November 3, 2023 November 3, 2023
  • 13:44
blurred lights on stage, drama theatre show background

Financial services leaders honoured by Women’s Executive Network

Women in banking and insurance received recognition

  • By: IE Staff
  • October 30, 2023 October 31, 2023
  • 16:19
Meghan Meger

Meghan Meger appointed sole head of BMO Private Wealth Canada

Geoff Newton, who had been co-head of BMO Private Wealth Canada since June 2022, has departed

Industry moves this week

Laurentian Bank has announced further executive shifts following its leadership change earlier this month

  • By: Katie Keir
  • October 11, 2023 October 12, 2023
  • 16:08
announcement

Industry moves this week

Abraham Tachjian stays on as Canada's open banking lead, plus Laurentian Bank changes leadership

  • By: Katie Keir
  • October 4, 2023 October 4, 2023
  • 12:53
Modern office building close up in sunlight

Laurentian Bank appoints new CEO after computer mainframe outage

The computer issue comes only weeks after Laurentian completed a strategic review without a deal to sell the bank

vintage microphones

Industry moves this week

RBC Investor Services has a new CEO, and changes arise from iA Financial Group's capital markets restructuring

  • By: Katie Keir
  • September 28, 2023 September 29, 2023
  • 15:36

So you want to start a podcast

Two portfolio managers explain why their podcast has run successfully for more than five years

  • By: Melissa Shin
  • September 25, 2023 September 25, 2023
  • 16:12
announcement

Industry moves this week

IFIC elected board members and some well-known names received promotions

  • By: Katie Keir
  • September 22, 2023 September 22, 2023
  • 14:44
plan idea

Industry moves this week

Head of Advocis resigns, and other industry moves

  • By: Katie Keir
  • September 13, 2023 September 13, 2023
  • 16:24