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Keyword: Mergers & Acquisitions

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Double exposure of businessman using the tablet with cityscape and financial graph which have earth and world map on computer blurred background

The combined firms will offer an 'advisor-centric' platform


Clearpool Group Inc. has more than 100 clients, most of whom are U.S. broker dealers

  • By: Staff
  • January 22, 2020 January 22, 2020
  • 10:50

Harbourfront Wealth Management has struck a deal to acquire Vertex One’s private wealth division

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RBC Capital Markets was the top-ranked Canadian firm


Global M&A deals totalled US$3.9 trillion — down 3% from 2018


This marks the second time in the past month CI has acquired an RIA

Financial District of London and the Tower Bridge

The deal has provisions for Sun Life to acquire the remaining equity of the firm within five years

Toronto skyline in financial district

It's the latest Canadian bank to sell business units operating in the region

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Combined, they'll have more than $9 billion in assets under administration

  • By: Staff
  • December 5, 2019 December 5, 2019
  • 12:41
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The addition brings a team of 16 and $800 million in assets under administration