Appointments – Investment Executive

Industry moves this week

alishah — Fri, 13 Dec 2024 18:37:03 +0000

Joanna Rotenberg to head up new Vanguard division, plus appointments at Ninepoint and CIRO

Katie — Thu, 05 Dec 2024 19:18:13 +0000

A mix of executive and advisor moves were announced

Katie — Fri, 08 Nov 2024 21:27:54 +0000

AIMCo names interim CEO, plus a slew of advisor team moves

Katie — Tue, 29 Oct 2024 17:13:33 +0000

From changing firms to starting new groups, advisors are making moves

Katie — Thu, 17 Oct 2024 16:40:46 +0000

This roundup includes a mix of industry veterans who have chosen new firms or ventures

michelleschriver — Wed, 09 Oct 2024 18:09:36 +0000

Michael Kaumeyer will be based in Calgary and work nationally for the firm

michelleschriver — Mon, 07 Oct 2024 18:43:50 +0000

Kelly Gorman brings triple-threat expertise to association’s finances, focus

michelleschriver — Thu, 26 Sep 2024 15:57:18 +0000

Appointments follow multiple executive changes as bank resolves U.S. investigations into anti–money laundering program

Katie — Thu, 19 Sep 2024 18:52:20 +0000

Outgoing CEO Masrani, who's retiring in 2025, says Chun is "the right leader at the right time"

Katie — Mon, 16 Sep 2024 20:41:35 +0000

CG Wealth snags from CIBC Wood Gundy an advisor team overseeing $1.4 billion, amid big week for advisor moves