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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

Tips for meeting women’s financial needs

Unique wealth challenges require an advisory strategy

Business people sitting and discussing at business meeting, in office

Peter Mann joins Grayhawk as co-CEO

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.

GMP Capital eyes growth, rebrand after consolidating ownership

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

Group Of University Students Relaxing In Common Room

Wealthica focusing on advisor platform with recent hire

Eric Lemieux has joined the fintech as chief revenue officer

Canaccord reports lower net income, revenue in Q3

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

James Virgo appointed head of Mercer Canada’s private wealth management business

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

Business man looking at big bright opened door concept

Matt Evans named CEO of CWB Wealth Management

Evans succeeds David Schaffner, who announced his retirement in December

Megaphone

New acquisition boosts Harbourfront’s private wealth business

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

Agora launches platform for serving small accounts

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

Communication network concept. Multiple exposure.

Sterling Mutuals moves to new digital wealth platform

The AI-powered platform from Pascal Financial launches this quarter