Portfolio managers

Wellington-Altus acquires Calgary-based investment manager

Industry

Wellington-Altus acquires Calgary-based investment manager

With the addition of TriVest Wealth Counsel Ltd., Wellington-Altus will launch a private counsel subsidiary

By Staff |December 11, 2019

2 min read

Industry reacts to MFDA proposal on discretionary trading

Industry

Industry reacts to MFDA proposal on discretionary trading

President of PMAC says, “We’ve got to keep the standards high”

By Greg Dalgetty  and  Melissa Shin |August 2, 2019

4 min read

Decorative pattern

Industry

CI Investments changes subadvisor on funds

Certain funds also have a new lead PM, while risk ratings of others have been changed

By Staff |July 22, 2019

1 min read

Mackenzie shakes up portfolio management for 26 funds

Industry

Mackenzie shakes up portfolio management for 26 funds

Nelson Arruda takes over portfolios managed by the departing Alain Bergeron

By Staff |July 22, 2019

1 min read