Also, wealth firm in Victoria, B.C., adopts d1g1t
Firms charged over unapproved off-channel communications
The firm also hopes to reach 25% women advisors by 2025
Setting expectations early, assigning specific projects and building in time for fun will lead to a successful experience
Raymond James names a new head of investment strategy, while iA shakes up its executive team
TD Private Wealth, Raymond James Montreal branch among firms with new appointments
Top-level shifts were announced at several major firms, including National Bank Financial, iA Financial Group and RBC Insurance
Cindy Boury didn't like the way her financial advisor spoke to her 25 years ago. Now she runs her own branch.
Vancouver-based trust company manages $400 million in assets
Appointments follow the launch of a new division at Raymond James Ltd. and a retirement announcement from CSI