Plus, new head of Fiera Canada, and IG Wealth focuses on recruitment
The annual Report Card research series has been running for more than 30 years, helping advisors confidentially share their industry experiences
CIO Marc-André Lewis will become co-head of CI Global Asset Management as of Jan. 1
Joanna Rotenberg leaves Fidelity Investments, plus other moves
Key executives' presentations during the bank's 2023 investor day unveiled new strategies and initiatives
Ray Chun moves to personal banking and Tim Wiggan heads wealth management and insurance
Freedom to choose your digital tools varies by firm, but independence has its risks and rewards
Former Scotiabank head to lead new Ontario Infrastructure Bank, plus other news
Find ways to excel at the basics, panellists suggested at a CFA Society Toronto event
In other news, two advisor teams joined Richardson Wealth's new Victoria-based office