Wealth management

Decorative pattern

CI Financial buys Montreal-based wealth manager Coriel Capital

The acquisition adds to CI's ultra-high-net-worth business

By Rudy Mezzetta |August 10, 2023

3 min read

Wealth management steady as Canaccord makes capital market cuts

Wealth management steady as Canaccord makes capital market cuts

The firm's latest earnings showed client assets growing in its wealth management division

By Mark Burgess |August 4, 2023

2 min read

Decorative pattern

More industry moves this week

Wellington-Altus changes take shape, plus other industry announcements

By Katie Keir |August 4, 2023

2 min read

Court poised to certify BMO holiday pay class action

Court poised to certify BMO holiday pay class action

B.C. court says case meets criteria and allows plaintiff to revise claim

By James Langton |August 1, 2023

2 min read

Decorative pattern

CI Financial rebrands U.S. wealth business as Corient

Toronto-based firm sold 20% stake in U.S. business in May

By Rudy Mezzetta |August 1, 2023

1 min read

Wellington-Altus president Jordy Chilcott leaving firm

Wellington-Altus president Jordy Chilcott leaving firm

His departure, effective July 31, has kickstarted other executive shifts

By Katie Keir |July 26, 2023

2 min read

Progress slow for women’s representation in advice channel, report finds

Progress slow for women’s representation in advice channel, report finds

A surge in female branch managers could help address industry stigma

By Staff |July 24, 2023

2 min read

New global wealth leadership for Scotiabank

New global wealth leadership for Scotiabank

The transition will be finalized as of Jan. 1, 2024

By Katie Keir |July 24, 2023

2 min read

Class action filed against firms involved in data breach

Class action filed against firms involved in data breach

The case stems from the GoAnywhere cybersecurity incident in January

By Staff |July 20, 2023

2 min read

Decorative pattern

Ottawa extends consultation period for RBC–HSBC deal after technical difficulties

Finance extended the consultation period by 15 days to July 21

By The Canadian Press |July 11, 2023

1 min read

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