The regulator is relaxing its approach to portfolio manager proficiency
The change takes effect Dec. 31
VELA Wealth is the first strategic partner in British Columbia
With the addition of TriVest Wealth Counsel Ltd., Wellington-Altus will launch a private counsel subsidiary
President of PMAC says, “We’ve got to keep the standards high”
Certain funds also have a new lead PM, while risk ratings of others have been changed
Nelson Arruda takes over portfolios managed by the departing Alain Bergeron
Sarbit Asset Management was acquired by IA in 2008
CIBC Private Wealth Advisors will assume advisor responsibilities for three funds
Only one-third of those surveyed are bullish about the next 12 months, a report says