Katie Keir

Toronto

Research and Special Projects Editor at Advisor.ca

Research & special projects editor for @advisorca, @IE_Canada. KRW's Best New Journalist, 2012. Vegetarian & passionate about animal rights. Movie lover.

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Articles

Industry moves this week

Dec 5, 2024 | investmentexecutive.com | Katie Keir

Katie Keir Each week, we summarize notable moves across the financial industry. Michelle Myers has been named global chief auditor, effective Dec. 9, with TD Bank Group, marking her entry to the senior executive team. Myers succeeds Anita O’Dell, senior vice-president and global chief auditor and interim U.S. chief auditor, as O’Dell plans to retire at the end of May 2025.
Regional breakdown of advisor sample

Nov 15, 2024 | investmentexecutive.com | Katie Keir |Roland Inacay

Katie KeirRoland Inacay For the Advisors’ Report Card — Investment Executive’s annual summary research report that assesses advisor satisfaction in Canada — advisors and/or planners across the country are interviewed for each of the Brokerage Report Card, Dealers’ Report Card and Report Card on Banks (see the full methodology).
How loyal are advisors to their firms or banks?

Nov 15, 2024 | investmentexecutive.com | Katie Keir |Roland Inacay

Katie KeirRoland Inacay In each of its 2024 Report Cards, Investment Executive asked financial advisors or planners how likely they would be to recommend the firms or banks for which they worked to other professionals, on a scale of zero to 10 (with 10 being most likely). Those recommendation ratings were used to determine firms’ Net Promoter Score® (NPS®) results in each of the Brokerage, Dealer and Bank Report Cards.
Five areas where wealth firms most need to improve advisor support

Nov 15, 2024 | investmentexecutive.com | Katie Keir

Firms must communicate with advisors and provide training when implementing new systems By: Katie Keir Source : Investment Executive November 15, 2024 09:34 Katie Keir For firms and banks operating in Canada’s financial advice industry, providing efficient technology tools and back-office resources remains a difficult task that needs to be addressed, Investment Executive’s 2024 Advisors’ Report Card reveals. This Report Card summarizes data from the 2024 Brokerage Report Card, Dealers’ Report...
Advisors' Report Card 2024

Nov 15, 2024 | investmentexecutive.com | Katie Keir

The interviews were conducted by seven research journalists: Emily Fox, Roland Inacay, Aru Kaul, Tiana Kirton, Diane Lalonde, Alisha Mughal and Clayton Tomlinson. They asked advisors and planners to provide a performance rating and an importance rating for the categories that applied to the firms or banks for which they worked or processed business. The ratings could range between zero (meaning “poor” or “unimportant”) and 10 (meaning “excellent” or “critically important”).
Industry moves this week

Nov 8, 2024 | investmentexecutive.com | Katie Keir

AIMCo names interim CEO, plus a slew of advisor team moves By: Katie Keir November 8, 2024 16:27 Katie Keir Each week, we summarize notable moves across the financial industry. In the same week that Wellington-Altus Financial Inc. created three new leadership roles (two of which are executive vice-president positions), the firm announced its addition of multiple advisor teams. Douglas Financial — run by senior investment advisor Chris Douglas, senior wealth advisor Alan Isaacson, and...
Advisors talk Trump, politics and investing post–U.S. election | Investment Executive

Nov 6, 2024 | investmentexecutive.com | Katie Keir |Michelle Schriver

“We said, ‘Oh, we found Trump’s marbles,” McGruer said in an interview. “He’s lost them, we found them.’”McGruer believes both U.S. presidential candidates left a lot to be desired. “Neither of the party leaders had any sense of what is the proper foundation for political positions, rooted in the origins of the country — the [U.S.] Constitution and the Declaration of Independence,” McGruer said.
Industry moves this week

Oct 29, 2024 | investmentexecutive.com | Katie Keir

From changing firms to starting new groups, advisors are making moves By: Katie Keir October 29, 2024 13:13 Katie Keir Each week, we summarize notable moves across the financial industry. Keeley Simpson has become chief executive officer, chief compliance officer and portfolio manager for her new independent wealth firm, Aretec Wealth Inc., based in Toronto. She’s joined in the venture by Will Simpson, president, and Greg Wise, vice-president. All three worked for BMO Nesbitt Burns Inc. —...
Industry moves this week

Oct 17, 2024 | investmentexecutive.com | Katie Keir

This roundup includes a mix of industry veterans who have chosen new firms or ventures By: Katie Keir October 17, 2024 12:40 Katie Keir Each week, we summarize notable moves across the financial industry. Marie-Claude Brassard has been promoted to vice-president, development and client experience, from vice-president and regional manager for central Quebec, with National Bank Financial Wealth Management. Taking on this role means she’s joined the executive team, plus she’ll lead the bank’s...
All quiet on the bank-branch front

Oct 15, 2024 | investmentexecutive.com | Katie Keir

Katie Keir For most of Canada’s Big Six banks, there is relative calm on the home front regarding the level of satisfaction their branch-based planners and advisors feel about their pay, various technologies and support services. For four of the six institutions evaluated in Investment Executive’s 2024 Report Card on Banks, advisors offered more praise than criticism when reviewing their banks’ resources.