01/05/2012

Conning appoints head of investment products

Mr. Haylon joins Conning from General Re New England Asset Management where he was Head of Investment Product Management responsible for creating new and unique investment products to expand client access to a broad array of investment vehicles.

01/05/2012

Raymond James builds private client team

Effective immediately, David Finley joins the firm as senior vice-president and branch manager of the Toronto flagship branch on the 53rd floor of Scotia Plaza.

01/04/2012

US wealth firm makes three key additions to its senior team

Mr. Carley, Mr. Censullo, and Mr. Klein joined Lexington Wealth from Wells Fargo. They were also part of the original team at Tanager Financial Services, and each have served in the wealth management, and financial services industries for more than two de