Keyword: Appointments

766 results found

Holba joined the firm in 2009 and previously served as vice-president, retail distribution

  • By: Staff
  • July 4, 2022 July 4, 2022
  • 14:34

Industry veterans are taking on new roles, including Morningstar's Michael Jantzi and IIROC's Andrew Kriegler

Business people shaking hands in the office. Group of business persons in business meeting. Three entrepreneurs on meeting in board room. Corporate business team on meeting in modern office. Female manager discussing new project with her colleagues. Company owner on a meeting with two of her employees in her office.

Across multiple industry segments, shifts have occurred

Under the AMF's Morisset, regulators adopted major investor protection reforms

handshake

Multiple shifts occurred across various market segments

Business people, entrepreneur, business, small business concept

Across all segments of the industry, advisor and management shifts are taking place

Naveed Irshad will succeed Michael Doughty

  • By: Staff
  • May 25, 2022 May 25, 2022
  • 14:04
multiracial business meeting in boardroom, sitting at a table

A roundup of the latest advisor and executive moves

microphones sitting on table

Across big banks and independent firms, many shifts are occurring

Progress concept. Agile development attainment, motivation, growth concept. Business concept of goals, success, achievement and challenge. White paper airplanes on blue background.

Maria Jose Flores was named the firm's president on May 3 and remains chief compliance officer