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Keyword: Wealth management

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Group Of University Students Relaxing In Common Room

Eric Lemieux has joined the fintech as chief revenue officer

The firm's global wealth management operations earned revenue of $128.4 million in the quarter, a 10.7% increase

  • By: Staff
  • February 6, 2020 February 6, 2020
  • 13:07
loudspeaker

Mercer says Virgo’s experience will be a “tremendous asset” to the team

Business man looking at big bright opened door concept

Evans succeeds David Schaffner, who announced his retirement in December

Megaphone

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

The new platform offers a range of model portfolios for clients with average account sizes

Communication network concept. Multiple exposure.

The AI-powered platform from Pascal Financial launches this quarter

ALVAREZ / ISTOCKPHOTO

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

Cut purple ribbon

VELA Wealth is the first strategic partner in British Columbia

  • By: Staff
  • December 16, 2019 December 16, 2019
  • 10:35
Macro shot of a hand of a businessman signing or writing a document on a sheet of white paper using a nibbed fountain pen.

Power Financial Corp. head R. Jeffrey Orr will become president and CEO of Power Corp.