Rockwater Capital Corp. has completed the acquisition of Platinum Wealth Management Inc. The terms of the transaction were not disclosed.
Platinum, located in London, Ont. is licensed as an investment counselor/portfolio manager. “The needs of our clients come first,” said John Farrell, head of Platinum Wealth Management. “Joining with the Rockwater organization will significantly broaden our ability to serve our clients.”
Clients will experience no immediate change to their relationships with Platinum. Operating within Rockwater’s Asset Management group, Platinum’s investment counseling expertise will complement the existing top performing Disciplined Leadership Funds.
“We are very pleased to have Platinum join us,” said Rockwater chief Bill Packham. “Their strong presence in the southwestern Ontario market and investment counseling expertise make them an important part of our team as we build on our asset management capabilities,” offered Mark Maxwell, president of Rockwater Asset Management.
Rockwater completes acquisition of Platinum Wealth
London firm brings investment counseling expertise
- By: IE Staff
- December 9, 2002 December 9, 2002
- 09:30