01/10/2012

First Republic Bank taps industry veteran for top role

First Republic Private Wealth Management provides customized wealth management solutions, including trust, investment management and brokerage services, to high net worth individuals and families, foundations, and endowments. First Republic Private Wealth

01/09/2012

Bank hires new wealth management director

In his new role, he will oversee the trust services and investment management groups as well as the bank’s wholly owned registered investment advisers, Morton Capital Management and R.E. Wacker Associates.

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.