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Keyword: Appointments

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Shot of two businessmen shaking hands in an office

Shaun Hauser is the firm's CEO, while Jordy Chilcott becomes president of the firm's private wealth and insurance arms

Business man making a presentation at office. Business executive delivering a presentation to his colleagues during meeting or in-house business training, explaining business plans to his employees.

Deputy chief economist Dawn Desjardins announced her retirement from RBC, while other industry veterans emerged in new roles

  • By: Katie Keir
  • March 18, 2022 March 18, 2022
  • 12:59

Alongside Manulife Securities getting a new president and CEO, other shifts occurred

  • By: Katie Keir
  • March 2, 2022 November 22, 2022
  • 14:42
arrow and the word "Change" with feet

Rick Annaert has stepped down after 17 years, and Richard McIntyre, head of sales, takes his place

In a management shuffle, parent company IGM Financial named new chief financial and risk officers

  • By: Staff
  • March 1, 2022 March 1, 2022
  • 12:54
arrow and the word "Change" with feet

Two advisors made moves from big banks, alongside other industry moves

  • By: Katie Keir
  • February 24, 2022 February 24, 2022
  • 10:37
arrow and the word "Change" with feet

Current and former banking execs are among the new appointees

  • By: Katie Keir
  • February 9, 2022 February 9, 2022
  • 16:41
People moves

High-level moves happened at the IIAC and within wealth management and fintech firms

  • By: Katie Keir
  • February 3, 2022 February 3, 2022
  • 15:36
Megaphone

Paul Marion will develop a new tax and wealth planning framework for wealthy clients

  • By: Staff
  • January 31, 2022 January 28, 2022
  • 09:00
microphones sitting on table

High-level management shifts occurred at several notable firms

  • By: Katie Keir
  • January 27, 2022 January 27, 2022
  • 14:51