Wealth management

TD getting new head of private wealth, financial planning Fallback Image Decorative pattern

Industry

TD getting new head of private wealth, financial planning

The swap is effective June 14, with outgoing leader Dave Kelly providing guidance until September

By Katie Keir |June 9, 2021

3 min read

One in five Canadian investors plans to switch wealth providers: survey Fallback Image Decorative pattern

Planning and Advice

One in five Canadian investors plans to switch wealth providers: survey

Firms should prioritize hybrid models to serve investors post-pandemic, an EY study says

By Rudy Mezzetta |June 7, 2021

2 min read

IPC names new president and CEO Fallback Image Decorative pattern

Industry

IPC names new president and CEO

Former leader Chris Reynolds will transition to a new executive chair role on July 1

By Staff |June 3, 2021

1 min read

Canaccord reports record revenues, drops proposal to acquire RF Capital Fallback Image Decorative pattern

Industry

Canaccord reports record revenues, drops proposal to acquire RF Capital

The firm said it will continue to focus on recruitment and organic growth

By Staff |June 2, 2021

2 min read