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MGA makes another acquisition

Financial Horizons has announced its second major purchase of the year, fuelling further consolidation in the MGA world

Fowler to head CWB

Canadian Western Bank has appointed Chris Fowler its president, adding to his current role of chief operating officer, and announced that he will replace Larry…

Fund firms challenge amendments

Several firms criticize the proposals to enhance disclosure as potentially confusing and misleading

New study to focus on value of advice

IIAC partners with Advisor Impact

The art of the calculated risk

Actuary and career insurance executive René Hamel is taking on his biggest challenge so far — integrating AXA into SSQ Life

Credit unions ready for the national stage

New regulations soon will allow credit unions to compete across the country with federallly regulated banks

  • By: Brian Lewis
  • September 19, 2012 October 30, 2019
  • 23:00

Sims named president

Watt Carmichael Inc., a Toronto-based private-client wealth-management firm, has named Martin Sims its president and CEO. Sims, a 20-year financial services industry veteran, formerly was…

New VP at Envision

Envision Financial, a division of Langley, B.C.-based First West Credit Union, has named David Lanphear its vice president, commercial banking and insurance. Lanphear, a 15-year…

Herr appointed chairman

Les Herr has been appointed to a one-year term as chairman of the board of the Canadian Life and Health Insurance Association Inc., a Toronto-based…

Management additions

Standard Life Assurance Co. of Canada has announced two additions to its senior management team. Michel Fortin, a 25-year veteran with the Montreal-based insurer, has…

A broad field of vision

ScotiaMcLeod's first CIO, Shane Jones, says his early life as a soccer professional helps him stay on top of the play when it comes to…

  • By: Jade Hemeon
  • August 23, 2012 October 30, 2019
  • 23:00

Laying out the welcome mat

Moving to a new country is stressful. Financial advisors can help smooth the transition

Group RESP firms under review

Compliance issues at the heart of the review

AGF suit alleges “unlawful conspiracy”

A massive claim against a former top AGF fund manager, some of her team and new employer alleges a conspiracy to poach

Acquisitions without mergers

Purchase of Union Securities by PI Financial is just the latest in a series of deals in the firm's growth strategy

The new trading landscape

The TMX/Maple deal may have closed, but major challenges remain for it, its customers and the regulators

Global economic recovery on track

Most economists think growth will pick up, but many risks remain

CIBC picks up McLean Budden

Sun Life's sale of its global wealth-management arm means more growth in this profitable sector for CIBC

  • By: Jade Hemeon
  • August 23, 2012 October 30, 2019
  • 23:00

New CEO at BNY Trust

Dan Gosselin has been named CEO of BNY Trust Co. of Canada and head of the corporate trust business in Canada for BNY Trust’s parent…

Being big has its advantages

David McKay is celebrating a long career at RBC with an international award and big plans for the future

Wealth managers face tough challenges

Costs of managing clients' assets rising faster than income from this business

IIROC steps in

IIROC suspends Peregrine Canada after its U.S. parent fails

It’s the “right time” to look at the U.S.

There are signs that U.S. equities markets are set to rebound in a big way in the next few years

Don’t get lost in the cloud

New privacy guidelines offer help and warnings about storing sensitive information over the Internet

Gordon to head MFDA

Mark Gordon has been appointed president and CEO of the Toronto-based Mutual Fund Dealers Association of Canada, effective Oct. 1. He will replace Larry Waite,…

  • By: IE Staff
  • June 20, 2012 October 30, 2019
  • 23:00