M&A

Donald Trump — deal unmaker

This was going to be a banner year for M&A activity in the Canadian financial advice business; then the White House stepped in

By Kevin Press |May 9, 2025

3 min read

OneDigital in talks with ‘up to 50’ Canadian firms

Private-equity backed U.S. company plans to become “a $100-million organization in Canada”

By Kevin Press |March 28, 2025

2 min read

Purpose to acquire Steadyhand’s $1.3B in assets

The two firms share a passion for offering an alternative to the banks, Tom Bradley says

By Michelle Schriver |March 24, 2025

3 min read

Opinion: The value of succession advice

Both buyers and sellers should engage their own deal advisor, and ensure each focuses on their interests

By Joe Millott |March 3, 2025

3 min read