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

A mix of executive and advisor moves were announced

By Katie Keir |December 5, 2024

3 min read

Regulation

OSC, CIRO to review banks’ sales practices

Regulators cite concerns about high-pressure sales tactics in bank branches

By James Langton and Katie Keir |November 26, 2024

3 min read

Industry News

Industry moves this week

AIMCo names interim CEO, plus a slew of advisor team moves

By Katie Keir |November 8, 2024

2 min read

Industry

Advisors talk Trump, politics and investing post–U.S. election

No one can predict what markets will do over the next four years, but there are items to watch

By Katie Keir and Michelle Schriver |November 6, 2024

5 min read

Industry News

Industry moves this week

From changing firms to starting new groups, advisors are making moves

By Katie Keir |October 29, 2024

3 min read

Industry

Industry moves this week

This roundup includes a mix of industry veterans who have chosen new firms or ventures

By Katie Keir |October 17, 2024

3 min read

Industry

Industry moves this week

A mix of moves occurred, plus Dave Kelly officially took the lead at Richardson Wealth

By Katie Keir |October 2, 2024

4 min read

Industry

Why TD Bank veteran Raymond Chun is taking the reins from Masrani

Outgoing CEO Masrani, who's retiring in 2025, says Chun is "the right leader at the right time"

By Katie Keir |September 19, 2024

4 min read

Industry

Industry moves this week

CG Wealth snags from CIBC Wood Gundy an advisor team overseeing $1.4 billion, amid big week for advisor moves

By Katie Keir |September 16, 2024

3 min read

More Columnists

Robin Riviere

Your Business

You are not a commodity

July 31, 2025|4 min read

Kevin Hayes

Your Business

Fee-based models align value with advice

July 16, 2025|3 min read

Teaming is more than a buzzword

June 18, 2025|3 min read

Jim Lyons

Your Business

Rebuilding the human framework of advice

August 5, 2025|3 min read

It’s time to elevate the advisor role

July 4, 2025|3 min read

Mathieu Messina

Your Business

Three steps to a next-gen client relationship

May 5, 2025|2 min read

Jeffrey MacDonald

Your Business

Are you ready for the second half?

July 7, 2025|3 min read

The power of financial advisor specialization

May 9, 2025|3 min read

Darryl Jackson

Your Business

Three proven ways to help your clients stop worrying

April 28, 2025|3 min read

Your 8-step marketing plan

April 7, 2025|3 min read