Partnership

Industry

Wellington-Altus strategizes with INFOR Financial

The dealer will receive preferred access to new issues from the investment bank

By Staff |January 31, 2020

1 min read

Industry

Groups representing financial sectors of Canada, U.K. join forces

Toronto Finance International and TheCityUK renew memorandum of understanding

By Staff |February 14, 2019

1 min read

Industry

BCU Wealth Management partners with Raymond James

Partnership represents Raymond James' further affiliation with financial institutions

By Staff |September 10, 2018

1 min read

Industry

Broadridge partners with Wealthsimple

The partnership will also enable Broadridge to drive efficiencies in client onboarding, compliance and account transfers, says a release.

By Staff |December 5, 2017

1 min read

Wealthsimple partners with Forstrong for active management

Wealthsimple for Advisors has partnered with Forstrong Global Asset Management Inc. Read: Wealthsimple says it can compete in U.S. market The partnership allows financial advisors to invest client assets in Forstrong’s actively managed investment strategies, using Wealthsimple’s platform for advisors. Also read: Is your client cheating on you? Major data breach touches U.S. robo, but […]

By Staff |March 6, 2017

1 min read

Dundee Capital Partners now called Eight Capital

Eight Capital is the new name of Dundee Capital Partners. The name change follows a December 2016 purchase of Dundee Capital Markets assets from Dundee Corporation by an employee group, making the firm a stand-alone partnership. Read: Why partnerships make sense Also read: Does going fee-based save clients tax? Canaccord’s Canada AUA gains 32.5% over […]

By Staff |February 13, 2017

1 min read

Desjardins enters partnership to serve French clients

Desjardins Group and Banque Transatlantique have created Desjardins Transatlantique – Private Wealth Management. The firm aims to serve Canadian and French high-net-worth clients with financial services, portfolio management, business transfer or intergenerational transfer needs. Read: Affluent European investors report DIY confidence “This partnership enables us to offer French expatriates in Canada complete assistance,” explains David […]

By Staff |January 25, 2017

1 min read

Echelon Wealth Partners announces partnership

Echelon Wealth Partners (EWP) has teamed up with Calgary-based portfolio manager Shaunessy Investment Counsel. The partnership will provide EWP clients access to the firm’s ETF portfolio platform. Read: Echelon loses advisors after acquisition, but made profit EWP will initially offer its clients Shaunessy’s proprietary Institutional Global Balanced Composite for investment accounts of at least $50,000. […]

By Staff |October 17, 2016

1 min read

Partnership

Wellington-Altus strategizes with INFOR Financial

Groups representing financial sectors of Canada, U.K. join forces

BCU Wealth Management partners with Raymond James

Broadridge partners with Wealthsimple

Wealthsimple partners with Forstrong for active management

Dundee Capital Partners now called Eight Capital

Desjardins enters partnership to serve French clients

Echelon Wealth Partners announces partnership

Bridgehouse expands partnership with Greystone

How to vet a private investment venture