Incoming appointee set to bring significant leadership experience to role as Cary List retires on June 30
Firm welcomes investment industry veteran and recognized advisor to several organizations
New man takes the helm, succeeding John Kelleway
After 11 years in top role, Marsh says it's time to 'pass the baton' on to new leadership team
Ambitious independent platform expects to announce more partnerships through 2021
Partnership with $280 million AUM operation includes Vancouver Island company's first 'breakaway bank advisor'