Appointments in finance, accounting and management, May 2024

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

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

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

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