With the addition of TriVest Wealth Counsel Ltd., Wellington-Altus will launch a private counsel subsidiary
Andrew Aziz and Kian Rafia join the d1g1t team as it plans U.S. expansion
The addition brings a team of 16 and $800 million in assets under administration
Pascal Financial says its wealth management software results in “bulletproof” compliance
Respondents were more worried about personal finance than the economy or stock market
Desjardins said it's spent $70 million implementing protections for members following a data breach
For the second straight quarter, the firm increased its earnings per share by 15% or more
The bank has had double-digit asset growth in wealth management in recent years
Fund sales were strong for Mackenzie, while IG funds saw net redemptions
The decrease primarily reflected $96.7 million of net investment losses