Appointments

Industry moves: iA Financial nabs Mercer UK leader

Plus, CIBC Wood Gundy, Wellington-Altus Private Wealth gain advisor teams

By Alisha Hiyate |May 8, 2026

3 min read

Industry moves: David Sykes takes the reins at TD Asset Management

Plus, new faces at Richardson Wealth, Designed Wealth and more

By Alisha Hiyate |May 1, 2026

3 min read

Industry moves: Former BMO private wealth head Geoff Newton joins RBC Wealth Management

Plus, another BMO alum joins software firm, new faces at Manulife and Optimize Wealth, and more

By Alisha Hiyate |April 24, 2026

4 min read

Sun Life unifies advisor, firm insurance support

New leadership position brings better accountability for back-office workflows

By Jonathan Got |April 24, 2026

1 min read