Week in review: industry trends and advisor insights.

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The Appointment of Jacqueline Sanjuas

Jacqueline Sanjuas has been appointed as the global head of financial crime risk management at TD Bank Group. This appointment is a significant milestone in her career, marking her ascension to a leadership role that will oversee the bank’s efforts to combat financial crime globally.

New Hires and Appointments at Financial Institutions

The financial industry is constantly evolving, with new talent and appointments emerging regularly. Two recent hires and an appointment at prominent financial institutions are worth noting.

Precision Wealth Management

Miles Clyne has joined Precision Wealth Management as a wealth advisor. This appointment is significant, as it marks a new chapter in the company’s growth and expansion. With his expertise and experience, Clyne is expected to provide exceptional service to clients, helping them achieve their financial goals. Key skills and qualifications: + Proven track record of success in wealth management + Strong analytical and problem-solving skills + Excellent communication and interpersonal skills

  • Expected contributions:
  • + Providing personalized financial planning and investment advice + Building and maintaining strong relationships with clients + Staying up-to-date with market trends and regulatory changes

    iA Private Wealth

    Jackie Porter has joined iA Private Wealth as a mutual fund advisor and financial planner. This appointment is a testament to the company’s commitment to excellence and its dedication to providing top-notch service to its clients. Porter’s expertise and experience will undoubtedly enhance the company’s offerings and contribute to its continued success.

    The appointments are part of a larger effort to expand the firm’s services and improve its competitiveness in the market.

    A New Era for Baker Tilly in Canada

    Terri Holowath has been appointed as the board chair of Baker Tilly in Canada, marking a significant milestone in the firm’s history. With over 30 years of experience in the professional services industry, Holowath brings a wealth of knowledge and expertise to the role.

    A Legacy of Investment Excellence

    Fraser Sutherland’s passing marks the end of an era in the investment industry. With a career spanning over three decades, Sutherland has left an indelible mark on the world of finance. His dedication to his craft and his team has earned him a reputation as one of the most respected figures in the industry.

    A Long and Varied Career

    Sutherland’s journey in the investment industry began over 30 years ago. He started his career at CIBC Wood Gundy, where he worked tirelessly to build a reputation as a skilled investment advisor. Over the years, he moved through various roles, including portfolio manager and wealth management advisor. His experience and expertise eventually led him to establish his own investment group, the Sutherland Investment Group.

    A New Chapter

    In 2019, Sutherland made the bold decision to leave CIBC Wood Gundy and join Canaccord Genuity Wealth Management. This move marked a new chapter in his career, as he brought his team and expertise to a new organization. Sutherland’s decision to join Canaccord Genuity Wealth Management was met with excitement and anticipation, as it signaled a fresh start for his team and a new opportunity for growth.

    A Legacy of Excellence

    Sutherland’s legacy extends far beyond his impressive career. He has inspired countless individuals with his dedication, expertise, and passion for the investment industry. His commitment to his team and his clients has earned him a reputation as one of the most respected figures in the industry. Sutherland’s impact will be felt for years to come, as his team continues to build on his legacy.

    A Tribute to Fraser Sutherland

    As news of Sutherland’s passing spreads, the investment community is coming together to pay tribute to his remarkable career.

    News

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