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Keyword: Wealth management

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Rearview shot of an attractive young businesswoman standing with her hands on her hips in the office

Unique wealth challenges require an advisory strategy

Business people sitting and discussing at business meeting, in office

The former Gluskin Sheff executive will share the top job with Michael Kaumeyer

  • By: Staff
  • March 3, 2020 March 3, 2020
  • 12:11
Macro shot of a hand of a businessman signing or writing a document on a sheet of white paper using a nibbed fountain pen.

Richardson GMP advisors will hold 29.6% of the company's shares

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

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


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