Katie Keir

Katie is special projects editor for Advisor.ca and has worked with the team since 2010. In 2012, she was named Best New Journalist by the Canadian Business Media Awards. Reach her at katie@newcom.ca.

Industry

OSC’s Kehoe will exit at the end of February

Leslie Byberg will oversee enforcement as the regulator looks for a new director

By Katie Keir |January 23, 2024

1 min read

Industry

Industry moves this week

Alongside Macoun's pending exit from Canada Life were changes at Wellington-Altus, Broadridge Financial and more

By Katie Keir |January 18, 2024

1 min read

Industry

Wellington-Altus adds new advisor-focused executive role

Steph Condra, coming from BMO Private Wealth, will pick up where former president Jordy Chilcott left off

By Katie Keir |January 10, 2024

1 min read

Industry

Industry moves: Dave Kelly takes on new COO role with Richardson Wealth

Plus, new head of Fiera Canada, and IG Wealth focuses on recruitment

By Katie Keir |January 9, 2024

1 min read

Industry

CI Financial’s Darie Urbanky will depart at the end of next year

CIO Marc-André Lewis will become co-head of CI Global Asset Management as of Jan. 1

By Katie Keir |December 21, 2023

1 min read

Industry

Industry moves this week

Joanna Rotenberg leaves Fidelity Investments, plus other moves

By Katie Keir |December 19, 2023

1 min read

Industry

Scotiabank plans to add branch advisors, expand product reach

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

By Katie Keir |December 14, 2023

1 min read

Industry

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

By Katie Keir |December 11, 2023

1 min read

Industry

Industry moves this week

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

By Katie Keir |December 8, 2023

1 min read

Industry

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

By Katie Keir |December 7, 2023

1 min read

Industry News

Andrew Marsh appointed to Wellington-Altus board

In other news, two advisor teams joined Richardson Wealth's new Victoria-based office

By Katie Keir |November 30, 2023

1 min read

Industry

How dealers are managing advisor fees as costs rise

Firms are puzzling out how to balance significant overhead costs with advisor support

By Katie Keir |November 21, 2023

1 min read

Industry

Industry moves: Karl Cheong has left First Trust Portfolios Canada

Other developments this week include cuts at Manulife and several advisor team moves

By Katie Keir |November 15, 2023

1 min read

Industry

Industry moves this week

Two wealth groups left Richardson Wealth, plus other notable moves across financial services

By Katie Keir |November 9, 2023

1 min read

Industry

Industry moves this week

Multiple industry veterans made changes, plus Richardson Wealth's John Horwood retired

By Katie Keir |November 3, 2023

1 min read

Industry

Industry moves this week

Retirements sparked changes across some firms

By Katie Keir |October 26, 2023

1 min read

Industry

iA Private Wealth approved for dual registration

Approval came nine months after the firm filed its initial application

By Katie Keir |October 26, 2023

1 min read

Industry

Industry moves this week

Laurentian Bank has announced further executive shifts following its leadership change earlier this month

By Katie Keir |October 11, 2023

1 min read

Industry

CSA chair outlines projects, commits to “thoughtful” regulatory approach

Industry watchdogs can't "sit in an ivory tower" as they push for industry change, said Stan Magidson

By Katie Keir |October 5, 2023

1 min read

Industry

Edward Jones tries out teams

The brokerage hopes to boost more than the bottom line by introducing multi-advisor offices

By Katie Keir |September 14, 2023

1 min read

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