Financial advisory firm expands the company’s U.K and Europe wealth-management operations
Portfolio manager named director of private client wealth
The new CEO of PWL is focused on embracing technology and bringing in young advisors to help the firm attract clients
The partnership-based portfolio management firm allows advisors to launch their own business
Maxime Ménard succeeds Pierre Lapointe as president
Robert Sankey succeeds Tony Arrell, who will continue as chairman
Rebrand reflects firm’s focus to put client interests first
The deal has added more than $35 billion in AUM to TD Asset Management
John Kelleway takes over as president of IA Securities
The Ontario wealth management team is led by veteran portfolio managers Mitchel Robinson and Edward Svetek