News and resources for Canada's top financial advisors
Est. 1998
Industry
Combined, they'll have more than $9 billion in assets under administration
By Staff |December 5, 2019
1 min read
Advisors at Rapport Credit Union will use Wealthsimple’s advisor services platform
By Staff |September 18, 2019
Fitch says the industry is being serviced mostly by small banks and credit unions
By Staff |August 29, 2019
2 min read
The merger represents Alterna’s second deal with a small Toronto-based credit union in less than six months
By Rudy Mezzetta |May 1, 2019
IIROC agrees to allow reps to receive compensation from credit unions for securities-related activities
By Staff |April 10, 2019
Report finds credit unions have been growing revenues faster than expenses since 2016
By Staff |April 2, 2019
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 […]
By Staff |July 4, 2017
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.
By Staff |August 18, 2016
Credential Financial is connecting its credit union partners with portfolio management firms specializing in discretionary investment management for rich investors.
By Staff |November 13, 2013
During a downturn, choose co-operatives, says a new report from the International Labour Organization, a UN agency.
By Melissa Shin |June 12, 2013
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