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Industry moves this week | Advisor.ca

Joanna Rotenberg leaves Fidelity Investments, plus other moves

Quebec
Canada
Moncton
New-brunswick
Montreal
Toronto
Ontario
Boston
Massachusetts
United-states
Canadian
Christopherp-conkey

Scotiabank plans to add branch advisors, expand product reach

Key executives' presentations during the bank's 2023 investor day unveiled new strategies and initiatives

Canada
Mexico
Chile
United-states
Peru
America
Canadians
Canadian
Scott-thomson
Katie-keir
Jacqui-allard
Thomson-dec

Industry moves: Executive departure at TD leads to new wealth head

Ray Chun moves to personal banking and Tim Wiggan heads wealth management and insurance

Hong-kong
Canada
Toronto
Ontario
Canadian
Ingrid-johnson
Adriano-giordano
Edward-jones
Manjit-singh
Ray-chun
Meghan-clark
Tim-wiggan

Industry moves this week | Advisor.ca

Former Scotiabank head to lead new Ontario Infrastructure Bank, plus other news

Fairview
Alberta
Canada
New-york
United-states
Vancouver
British-columbia
Toronto
Ontario
American
Canadian
Jason-pereira

How to run an airtight practice that protects clients and yourself

Find ways to excel at the basics, panellists suggested at a CFA Society Toronto event

Canada
Toronto
Ontario
Canadian
Carol-montgomery
Katie-keir
Richard-roskies
Borden-ladner-gervais
Society-toronto
Investment-counsel
Julie-brough
Toronto-based-logan-wealth

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