BMO Private Wealth takes on Kevin Barnes in newly created role
Barnes' move from TD Wealth's private wealth division is detailed, among other industry news
- By: Katie Keir
- March 28, 2023 March 28, 2023
- 12:43
Barnes' move from TD Wealth's private wealth division is detailed, among other industry news
Other industry moves this week include a new head for the FP Canada Institute
New appointments come a week after four board members opposed to the takeover resigned
Women held 33.7% of board seats, up from 27.9% in January 2020
Other moves include an established advisor group moving to BMO Nesbitt Burns from CG Wealth
A team of former MD Financial advisors has emerged at Richardson Wealth
New appointments at National Bank of Canada, Foresters Financial and Sagicor
Desjardins, IG and CPP Investments made senior appointments
There were shifts in Canada and the U.S. at a couple major firms
Kazuo Ueda has the difficult task of steering the world's third-largest economy out of a time of ultra-easy credit
Melissa Gilbert and others were honoured by Finance et Investissement
TD Private Wealth, Raymond James Montreal branch among firms with new appointments
Several changes occurred across asset management and wealth management
Nearly 400 funds have been classified under six responsible investing categories
The award recipients will receive six months of individual executive coaching
Top-level shifts were announced at several major firms, including National Bank Financial, iA Financial Group and RBC Insurance
The head of iA Private Wealth takes over from Sean O’Brien
Jean-Philippe Lemay is stepping aside after one year in the job
Changes include two business banking leadership shifts
Vincent will be a member of the governing council but will not hold other responsibilities
Jon Hountalas to lead personal, business banking operations
The October sitting had 69 candidates
There have been several executive team successor appointments
The Investment Funds Institute of Canada named its replacement for outgoing leader Paul Bourque
A variety of announcements were made