News and resources for Canada's top financial advisors
Est. 1998
Industry
A special committee of independent directors is opposing the offer
By Mark Burgess |February 27, 2023
3 min read
Investment activity expected to remain subdued in 2023, KPMG reports
By James Langton |February 15, 2023
2 min read
Life
Protecting independence of advisors was “foremost” in the decision, BridgeForce co-presidents said
By Staff |February 2, 2023
1 min read
The deal comes as Canaccord's management looks to take the firm private
By Staff, with files from The Canadian Press |February 1, 2023
U.S. deal will add nearly 1.8M customers
By The Canadian Press |January 18, 2023
Special committee of board members has reservations about the offer
By Staff, with files from The Canadian Press |January 9, 2023
Market Insights
As capital markets froze, M&A dried up and bank revenues dropped
By Staff |January 3, 2023
Estate Planning
Vancouver-based trust company manages $400 million in assets
By Rudy Mezzetta |December 6, 2022
HSBC signalled it was looking to sell its Canadian business back in October
November 29, 2022
5 min read
Actual assets under management of advisor aren’t always worth purchasing on their own
By Philip Porado |November 25, 2022
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