Head of strategy and execution plans to tell BMO's story in a more meaningful way to attract interest across the industry
Former VP at one of Canada's big banks revels in transition to independent, bouncing back to $300 million in AUM within four weeks
Recently retired head of FP Canada and veteran legal expert on capital markets and investor protection to join panel of advisors
Company expands into Atlantic Canada with addition of SBW Wealth Management
Industry veteran Philip Petursson praises firm’s holistic planning focus as he steps into newly created role
Firm's newest director offers deep expertise from decades of experience encompassing, financial, risk, and compliance disciplines
