Appointments in finance, accounting and management, May 2024

Allan Macdonald @Carte Financial Group

Allan Macdonald is leaving the position of Regional Vice President in TD Bank. He will begin working as Investment Advisor at Carte Financial Group in Toronto.

Ryan Weingart @Canadian Tire Financial Services

Ryan Weingart is moving on from being Loan Consultant in Sanctuary Home Mortgage. He will be working as Financial Analyst, Financial Planning and Analysis at Canadian Tire Financial Services in Toronto.

Dan Rosentreter @Richardson Wealth

Dan Rosentreter has been hired as an Investment Advisor at Richardson Wealth in Winnipeg. He was formerly employed as Senior Financial Planner at TD Wealth Financial Planning at TD.

Matteo Montagliani @National Bank Financial

Matteo Montagliani is taking up the role of Wealth Management Associate at National Bank Financial in Burnaby. He had worked as a Banking Advisor at RBC.

Bryan Moriarty @The Cooperators

Bryan Moriarty is moving from Family Security Financial. Today, he is going to work as Associate Financial Advisor at The Cooperators in Prince Albert.

Olivera Winkelaar @Sun Life

Olivera Winkelaar has been hired by Sun Life as Financial Planner in Calgary.

Paresh Mistry @Randstad Canada

After working as a Managing Director @ LYNX Recruitment, a Keynote Search Company at LYNX Recruitment, Paresh Mistry is taking on the responsibilities of Regional Professional Services Director, Accounting & Finance at Randstad Canada in Toronto.

Tejinderpal Maan @8Twelve Mortgage

Tejinderpal Maan had been a Mortgage Agent at NVR Mortgages. He is now working the same job at 8Twelve Mortgage in Brampton.

David Holton @Meta Mortgage Group - DLC

David Holton has taken up the duties of Mortgage Agent Level 2 at Meta Mortgage Group - DLC in Burlington. He held a similar position at Mortgage Financial Corporation.

Alan Kumar @SAFEBRIDGE Financial Group

Alan Kumar has been appointed Mortgage Agent at SAFEBRIDGE Financial Group in Toronto. He was previously employed as Home Financing Advisor at Scotiabank.

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