BMO adds new senior role focused on wealth firm strategy, growth

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Jonathan Lin named 2021 winner of IIAC Top Under 40 award

Award celebrates talented young professionals in the investment industry

Lesley Poole named FP Canada Fellow

The distinction honours her contributions to professional financial planning

  • By: IE Staff
  • October 6, 2021 October 6, 2021
  • 16:40

Philip Petursson moves to IG Wealth

Petursson is the firm’s first chief investment strategist

  • By: Katie Keir
  • October 1, 2021 October 1, 2021
  • 11:05

CFA Societies Canada appoints new board leadership, members

Ronald Schwarz succeeds David Smith as chairman

  • By: IE Staff
  • September 29, 2021 September 29, 2021
  • 11:19

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