Wealth management

Julie Cowan joins Grayhawk as Ontario relationship lead

Julie Cowan joins Grayhawk as Ontario relationship lead

The Scotiabank vet will work from Grayhawk's Toronto office

By Staff |February 1, 2021

1 min read

BMO launches innovation, clean energy ETFs

BMO launches innovation, clean energy ETFs

The firm also released products focused on TIPS and covered call options

By Staff |January 26, 2021

1 min read

Decorative pattern

RF Capital appoints Tim Wilson as CFO

Elliot Muchnik will leave Richardson Wealth this spring

By Staff |January 26, 2021

1 min read

Decorative pattern

CI acquires US$23B Chicago-based RIA

Deal for Segall Bryant & Hamill will double the size of CI's U.S. business

By Rudy Mezzetta |January 25, 2021

1 min read

Decorative pattern

How the pandemic fast-tracked firms’ digital transformations

The vast majority of respondents to a Broadridge survey (97%) said there will be no going back

By Staff |January 25, 2021

2 min read

Decorative pattern

Estate Planning

Chess and retirement planning

The decumulation game requires a dynamic strategy

By Doug Carroll |January 22, 2021

3 min read

Christine Bergeron named Vancity CEO

Christine Bergeron named Vancity CEO

Bergeron has held several senior roles since joining the co-op in 2011

By Staff |January 18, 2021

1 min read

Decorative pattern

iA Financial launches iA Private Wealth brand

iA Securities and HollisWealth have merged, creating a $40-billion IIROC platform

By Rudy Mezzetta |January 18, 2021

2 min read

Decorative pattern

Canada Life launches fund management company

Canada Life Investment Management began operations on Jan. 1

By Staff |January 8, 2021

1 min read

Decorative pattern

Harbourfront now registered in Yukon and N.L.

The independent advisory firm has 20 locations across Canada

By Staff |January 7, 2021

1 min read

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