Research by:
Joy Blenman, Kevin Philipupillai, Kelsey Rolfe and Anne-Marie Vettorel
Research editors:
Pablo Fuchs and Fiona Collie
Research by:
Joy Blenman, Kevin Philipupillai, Kelsey Rolfe and Anne-Marie Vettorel
Research editors:
Pablo Fuchs and Fiona Collie
Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO explore common language, context and consensus in the Blue Ocean of independence.
Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO continue their discussion about trailblazing in an industry filled wiqth conflict, opportunity, and dinosaurs.
How investment advisors rated their firms’ support offerings and tools
Firms must communicate with advisors and provide training when implementing new systems
Advisors want fair compensation plus the ability to avoid conflicts of interest when meeting clients' needs
The acquisition also marks the launch of Canaccord’s Ottawa office