A survey by the Canadian Federation of Independent Business holds the answer
Combined, they'll have more than $9 billion in assets under administration
Advisors at Rapport Credit Union will use Wealthsimple’s advisor services platform
Fitch says the industry is being serviced mostly by small banks and credit unions
The merger represents Alterna’s second deal with a small Toronto-based credit union in less than six months
IIROC agrees to allow reps to receive compensation from credit unions for securities-related activities
Report finds credit unions have been growing revenues faster than expenses since 2016
If your client has an account at a credit union, she might have to get used to some new terminology. That’s because the Office of the Superintendent of Financial Institutions (OSFI) is cracking down on who gets to use the words “bank,” “banker” and “banking.” The crackdown is part of Advisory 2017-01, which OSFI issued […]
Meridian Credit Union says its wealth management business is growing by more than 20% per year as it looks to expand with banking services outside Ontario.
Credential Financial is connecting its credit union partners with portfolio management firms specializing in discretionary investment management for rich investors.