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

Industry moves this week

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

By Katie Keir | December 8, 2023

3 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

4 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

3 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

4 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

2 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

2 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

3 min read

Industry

Industry moves this week

Retirements sparked changes across some firms

By Katie Keir | October 26, 2023

2 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

4 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

4 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

3 min read

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