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Keyword: Wealth management

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Megaphone

Bergeron has held several senior roles since joining the co-op in 2011

  • By: Staff
  • January 18, 2021 January 18, 2021
  • 13:15

iA Securities and HollisWealth have merged, creating a $40-billion IIROC platform

loudspeaker

Canada Life Investment Management began operations on Jan. 1

  • By: Staff
  • January 8, 2021 January 7, 2021
  • 08:00
Strong northern lights (Aurora borealis) substorm on night sky over downtown Whitehorse, capital of the Yukon Territory, Canada, in winter.

The independent advisory firm has 20 locations across Canada

  • By: Staff
  • January 7, 2021 January 7, 2021
  • 16:03
ALVAREZ / ISTOCKPHOTO

The moves follow a strategic review of the company's private wealth operations in the U.S.

Business People Handshake Greeting Deal Concept

The announcement follows Guardian's acquisition in August of Agincourt Capital Management

  • By: Staff
  • December 16, 2020 December 16, 2020
  • 12:07
low key image of trophy over wooden table and dark background, with abstract shiny lights

Award celebrates talented young professionals in the investment industry

  • By: Staff
  • December 14, 2020 December 11, 2020
  • 08:30

Couple founded robo-advisor WealthBar in 2014

loudspeaker

Chilcott left Sun Life Global Investments in October

loudspeaker

Sam Yau is joining the firm as a vice-president and senior wealth advisor

  • By: Staff
  • November 30, 2020 November 30, 2020
  • 14:44