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Keyword: Wealth management

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Manjuris provided "valued advice," the firm said, but the planned growth strategy remains "actionable"

  • By: Katie Keir
  • October 8, 2021 October 8, 2021
  • 12:25
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“Make no mistake about it, digital is here to stay,” says Pascal WealthTech's Howard Atkinson

Indian Couple Meeting With Financial Advisor At Home

The York University professor laid out his concerns at an event this week

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The former BMO wealth management head will start the new role in November

  • By: Staff
  • September 20, 2021 September 20, 2021
  • 14:10
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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

Macro shot of a hand of a businessman signing or writing a document on a sheet of white paper using a nibbed fountain pen.

The Silicon Valley-based wealth manager serves wealthy families and tech entrepreneurs

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The Sun Life veteran will support the firm’s wealth management and institutional retirement businesses

  • By: Staff
  • September 14, 2021 September 14, 2021
  • 11:35
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Desierto was previously a managing director at Manulife Investment Management

  • By: Staff
  • September 14, 2021 September 14, 2021
  • 11:13
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The company eyes growth as it enters Canada's second-largest market