BMO Nesbitt Burns

New BMO Private Wealth strategy head delights in career 'renaissance'

Head of strategy and execution plans to tell BMO's story in a more meaningful way to attract interest across the industry

Advisor hails ease of transition from BMO to Raymond James

Former VP at one of Canada's big banks revels in transition to independent, bouncing back to $300 million in AUM within four weeks

5-Star Advisors

We spotlight 35 talented advisors who are raising the bar for clients in Eastern Canada and Ontario

Rising Stars 2021

WP names 38 of the most exciting up-and-coming young professionals in Canada’s wealth management industry

After 27 years at BMO Nesbitt Burns, advisor settles into Richardson Wealth role

Conlin left BMO as managing director and senior vice-president to fulfill a decade-long interest in becoming an independent

Top BMO Nesbitt Burns advisor switches to independent

Having managed a book of $370 million at bank-owned firm, new recruit says move offers ‘best value proposition for my clients’

5-Star Advisors and Top Teams 2021

After surveying more than 1,700 advisors and wealth professionals, we salute the standout individuals and 15 firms that have excelled

How do you plan to lead your team out of the pandemic?

Now is the time to start looking at what the next phase looks like, says advisor

Richardson Wealth welcomes vice chair

RF Capital subsidiary taps 30-year veteran’s leadership experience as it pursues ambitious growth agenda

Raymond James welcomes Kelowna corporate branch head

Investment management firm highlights newest branch manager as 'strong advocate for advisors'