Manjuris provided "valued advice," the firm said, but the planned growth strategy remains "actionable"
“Make no mistake about it, digital is here to stay,” says Pascal WealthTech's Howard Atkinson
The York University professor laid out his concerns at an event this week
The former BMO wealth management head will start the new role in November
Cardinal Point offers cross-border wealth planning services to HNW clients
Toronto-based firm has acquired or made deals for 21 U.S. wealth firms since last year
The Silicon Valley-based wealth manager serves wealthy families and tech entrepreneurs
The Sun Life veteran will support the firm’s wealth management and institutional retirement businesses
Desierto was previously a managing director at Manulife Investment Management
The company eyes growth as it enters Canada's second-largest market