Industry moves this week
The fall is already in swing, with a variety of moves and announcements
- By: Katie Keir
- September 8, 2022 September 8, 2022
- 13:11
The fall is already in swing, with a variety of moves and announcements
Canaccord and Wellington both snagged advisors, while Beutel Goodman named fixed income lead
Seasoned advisors are on the move
Goodman was the founder and CEO of Dundee Corp. and DundeeWealth
From a new role to a retirement, several industry veterans are making changes
BMO GAM nabbed 13 investment experts from CI Financial, plus other news
The Investment Industry Association of Canada also announces leadership award winners and Top Under 40 nominees
Updates were made to various industry boards
The Coast Capital Savings executive takes over from Rob Eby
Several moves have occurred, including new head of Canada for T. Rowe Price
Holba joined Empire Life Investments in 2009 and previously served as vice-president, retail distribution
Paul Bourque has helmed the Investment Funds Institute of Canada since 2016
Industry veterans are taking on new roles, including Andrew Kriegler with the forthcoming new SRO and Morningstar's Michael Jantzi
Across multiple industry segments, shifts have occurred
Energy is the industry with the highest number of companies moving up from the Russell 2000 to the Russell 1000
Multiple shifts occurred across various market segments
Creating more flexible and inclusive workplaces is critical, said WCM CEO Lara Zink
Across all segments of the industry, advisor and management shifts are taking place
Across the industry, there were retirement announcements and an advisor move
Naveed Irshad will succeed Michael Doughty
A roundup of the latest advisor and executive moves
The certification body’s latest President’s List honoured February candidates
The leadership candidate took aim at the central bank's role in rising inflation
Across big banks and independent firms, many shifts are occurring
Maria Jose Flores was named the firm's president on May 3, and she plans to take the dealer to $50B in AUA