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Keyword: Wealth management

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With the addition of TriVest Wealth Counsel Ltd., Wellington-Altus will launch a private counsel subsidiary

  • By: Staff
  • December 11, 2019 December 11, 2019
  • 11:50
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Andrew Aziz and Kian Rafia join the d1g1t team as it plans U.S. expansion

  • By: Staff
  • December 6, 2019 December 9, 2019
  • 12:07
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The addition brings a team of 16 and $800 million in assets under administration

advisor client meeting

Pascal Financial says its wealth management software results in “bulletproof” compliance

  • By: Staff
  • November 26, 2019 November 26, 2019
  • 11:35
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Respondents were more worried about personal finance than the economy or stock market

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Desjardins said it's spent $70 million implementing protections for members following a data breach

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For the second straight quarter, the firm increased its earnings per share by 15% or more

The bank has had double-digit asset growth in wealth management in recent years

  • By: Staff
  • November 1, 2019 November 1, 2019
  • 11:57
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Fund sales were strong for Mackenzie, while IG funds saw net redemptions

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The decrease primarily reflected $96.7 million of net investment losses