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CIBC bank downtown

CIBC head of Canadian personal and business banking Laura Dottori-Attanasio retiring

Jon Hountalas to lead personal, business banking operations

Doing Homework

FP Canada recognizes top performers of latest QAFP exam

The October sitting had 69 candidates

changes ahead sign

Executive moves this week

There have been several executive team successor appointments

  • By: Katie Keir
  • January 12, 2023 January 12, 2023
  • 14:01
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Industry moves this week

The Investment Funds Institute of Canada named its replacement for outgoing leader Paul Bourque

  • By: Katie Keir
  • January 5, 2023 January 5, 2023
  • 16:03

Industry moves this week

A variety of announcements were made

vintage microphones

Industry moves this week

The new Canadian Investor Protection Fund has a leader, alongside other announcements

  • By: Katie Keir
  • December 8, 2022 December 8, 2022
  • 13:57
blurred lights on stage, drama theatre show background

NBF’s Nicole Miller to receive WCM leadership award

Women in Capital Markets' annual awards take place in Toronto on Wednesday

  • By: IE Staff
  • December 5, 2022 December 5, 2022
  • 14:06
a woman entering a door of unknown mystery

Industry moves this week

Appointments follow the launch of a new division at Raymond James Ltd. and a retirement announcement from CSI

  • By: Katie Keir
  • December 1, 2022 December 1, 2022
  • 12:33
announcement

Steve Hawkins retires from Horizons

This week's industry moves

  • By: Katie Keir
  • November 22, 2022 November 22, 2022
  • 14:16
change direction

Industry moves this week

Changes include executive shifts at iA Financial Group related to wealth division

  • By: Katie Keir
  • November 18, 2022 November 18, 2022
  • 11:55
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FP Canada awards Fellow distinction to 2 financial planners

Brett Millard and Jason Pereira were recognized for advancing financial planning

  • By: IE Staff
  • November 10, 2022 November 10, 2022
  • 17:41
new label

Industry moves this week

A variety of announcements were released

  • By: Katie Keir
  • November 10, 2022 November 10, 2022
  • 11:50

Retaining advisors is a balancing act

Compensation is often not the main reason that an advisor will switch firms

  • By: Todd Humber
  • November 9, 2022 November 9, 2022
  • 10:50
Adult senior diverse multi-ethnic Caucasian Hispanic Middle Eastern CEO executive team business people together in conference meeting room in contemporary modern office bright sunny daylight sunset dusk talking discussing planning organizing strategy well dressed suit and tie teamwork cooperation diversity multi-ethnic problems solutions unity cityscape downtown urban new beginnings breaking new ground dreamlike decisions choices the way forward diversity

Industry moves this week

MD Financial appoints its first woman as CEO

  • By: IE Staff
  • November 1, 2022 November 1, 2022
  • 13:51
blurred lights on stage, drama theatre show background

Shiraz Ahmed named 2022 IIAC Top Under 40 award winner

Award celebrates talented young professionals in the investment industry

  • By: IE Staff
  • October 28, 2022 October 28, 2022
  • 11:12

Industry moves this week

Leadership veterans joining the IIAC's group of advisors include big hitters like Rick Annaert, Steve Donald and Steve Geist

  • By: Katie Keir
  • October 21, 2022 October 21, 2022
  • 14:03
new label

Industry moves this week

FSRA's advisory committee for planners, advisors nearly fully staffed; new CFO at CPPIB

  • By: Katie Keir
  • October 14, 2022 October 14, 2022
  • 12:55

Industry moves this week

Shifts occurred across all industry segments

  • By: Katie Keir
  • October 6, 2022 October 6, 2022
  • 16:12
announcement

Industry moves this week

Wellington-Altus adds Todd Ferguson to leadership team

  • By: Katie Keir
  • September 27, 2022 September 27, 2022
  • 12:30
announcement

Scotiabank CEO Brian Porter to retire

Scotia board member and Finning CEO Scott Thomson will take over next year

announcement

Industry moves this week

From leadership restructuring to the creation of a new role, it's a busy start to the fall

  • By: Katie Keir
  • September 22, 2022 September 22, 2022
  • 15:07
announcement

Mark Gordon steps down as head of MFDA

Karen McGuinness appointed as president and CEO

  • By: IE Staff
  • September 16, 2022 September 16, 2022
  • 15:58
changes ahead sign

Executive moves this week

An organizational shift at TD Securities made headlines this week

  • By: Katie Keir
  • September 15, 2022 September 15, 2022
  • 14:32
Various bonds rating from single C to AAA

How the bond investment mix is changing for insurers

Canadian lifecos ‘well positioned’ to manage credit impairments: A.M. Best

Investment industry vet Paul K. Bates dies

Bates also served as an OSC commissioner, dean of DeGroote School of Business