Partnership

Partnering like a pro: Advisors and accountants, part two

Partnering like a pro: Advisors and accountants, part two

Duo tackles two complex cases, a business sale and intergenerational wealth transfer

By Noushin Ziafati |April 8, 2026

6 min read

Partnering like a pro: Advisors and mortgage brokers

Partnering like a pro: Advisors and mortgage brokers

Reverse mortgages, bridging loans and tax-efficient debt structuring are all up for discussion

By Noushin Ziafati |March 24, 2025

6 min read

Great-West Lifeco partners with Sagard Holdings

Great-West Lifeco partners with Sagard Holdings

Lifeco will sell its Colorado-based subsidiaries and commit capital to Sagard

By Staff |October 7, 2021

1 min read

Decorative pattern

National Bank invests $103M in financial data company

The investment includes $30 million in growth capital

By Staff |August 26, 2021

1 min read

AGF extends its private alternatives platform

AGF extends its private alternatives platform

The asset manager has a new private equity partnership with First Ascent Ventures

By Staff |August 19, 2021

1 min read

Former RBC DS portfolio manager to helm new family office

Former RBC DS portfolio manager to helm new family office

The Grondin Group has partnered with Walter GAM and W Investments Group

By Staff |May 5, 2021

1 min read

Decorative pattern

Richardson Wealth, Bloom Burton form alliance focused on healthcare sector

The partnership aims to expand wealth solutions in the space

By Staff |February 10, 2021

1 min read

Decorative pattern

MD Financial and Scotiabank partner with women physicians

FMWC promotes the professional, social and personal development of female physicians in Canada

By Staff |January 13, 2021

1 min read

Decorative pattern

Agora partners with Pascal Financial

With the deal, Agora aims to strengthen its cloud-based wealth management platform

By Staff |July 29, 2020

1 min read

Decorative pattern

Milestone Wealth Management partners with Purpose Advisor Solutions

The Calgary family office is the latest firm to sign on with the digital operations platform

By Staff |May 6, 2020

1 min read