People moves

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

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

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

Advisor hails ease of transition from BMO to Raymond James

Cary List, James Sinclair named to OSC Investor Advisory Panel

Recently retired head of FP Canada and veteran legal expert on capital markets and investor protection to join panel of advisors

Cary List, James Sinclair named to OSC Investor Advisory Panel

Portfolio manager partnership to add 'a new firm each month'

Company expands into Atlantic Canada with addition of SBW Wealth Management

Portfolio manager partnership to add 'a new firm each month'

IG welcomes new chief investment strategist

Industry veteran Philip Petursson praises firm’s holistic planning focus as he steps into newly created role

IG welcomes new chief investment strategist

Canaccord Genuity names new independent director

Firm's newest director offers deep expertise from decades of experience encompassing, financial, risk, and compliance disciplines

Canaccord Genuity names new independent director