Cartier Partners Financial Group – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Sat, 16 Nov 2019 19:51:37 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Cartier Partners Financial Group – Investment Executive https://www.investmentexecutive.com 32 32 PFSL Investment Canada makes it four in a row — includes Main Chart https://www.investmentexecutive.com/newspaper_/dealers-report-card/pfsl-investment-canada-makes-it-four-in-a-row-includes-main-chart/ Mon, 31 May 2004 19:11:00 +0000 https://www.investmentexecutive.com/uncategorized/pfsl-investment-canada-makes-it-four-in-a-row-includes-main-chart/ Planner wins for fifth time in six years, but ratings fall in 14 categories; Manulife Securities, Laurentian Financial gaining fast

The post PFSL Investment Canada makes it four in a row — includes Main Chart appeared first on Investment Executive.

]]>
Planners building books but not assets https://www.investmentexecutive.com/newspaper_/dealers-report-card/planners-building-books-but-not-assets-br/ Mon, 31 May 2004 18:59:00 +0000 https://www.investmentexecutive.com/uncategorized/planners-building-books-but-not-assets-br/ Average AUM has barely budged in the past year, moving to $18.3 million from $18.1 million

The post Planners building books but not assets appeared first on Investment Executive.

]]>
Dundee Wealth mails Cartier offer https://www.investmentexecutive.com/building-your-business/financial-planning/dundee-wealth-mails-cartier-offer/ Mon, 24 Nov 2003 21:10:00 +0000 https://www.investmentexecutive.com/uncategorized/dundee-wealth-mails-cartier-offer/ Cartier directors recommend acceptance

The post Dundee Wealth mails Cartier offer appeared first on Investment Executive.

]]>
Dundee Wealth amends Cartier offer https://www.investmentexecutive.com/building-your-business/financial-planning/dundee-wealth-amends-cartier-offer/ Tue, 18 Nov 2003 14:20:00 +0000 https://www.investmentexecutive.com/uncategorized/dundee-wealth-amends-cartier-offer/ Increased share option responds to advisor requests

The post Dundee Wealth amends Cartier offer appeared first on Investment Executive.

]]>
Dundee Wealth to acquire Cartier Partners https://www.investmentexecutive.com/building-your-business/financial-planning/dundee-wealth-to-acquire-cartier-partners/ Tue, 11 Nov 2003 22:50:00 +0000 https://www.investmentexecutive.com/uncategorized/dundee-wealth-to-acquire-cartier-partners/ Deal would create Canada's largest independent advisor force

The post Dundee Wealth to acquire Cartier Partners appeared first on Investment Executive.

]]>
Cartier L.P. increases ownership of Cartier Partners https://www.investmentexecutive.com/building-your-business/financial-planning/cartier-l-p-increases-ownership-of-cartier-partners/ Fri, 24 Oct 2003 18:40:00 +0000 https://www.investmentexecutive.com/uncategorized/cartier-l-p-increases-ownership-of-cartier-partners/ Quigley exercises right to sell shares

The post Cartier L.P. increases ownership of Cartier Partners appeared first on Investment Executive.

]]>
Cartier introduces new CFO https://www.investmentexecutive.com/news/people/cartier-introduces-new-cfo/ Fri, 04 Jul 2003 14:30:00 +0000 https://www.investmentexecutive.com/uncategorized/cartier-introduces-new-cfo/ Roper leaves Money Concepts

The post Cartier introduces new CFO appeared first on Investment Executive.

]]>
Cartier retains RBC Capital Markets as financial advisor https://www.investmentexecutive.com/building-your-business/financial-planning/cartier-retains-rbc-capital-markets-as-financial-advisor/ Thu, 26 Jun 2003 21:25:00 +0000 https://www.investmentexecutive.com/uncategorized/cartier-retains-rbc-capital-markets-as-financial-advisor/ Firm will aid search for buyer

The post Cartier retains RBC Capital Markets as financial advisor appeared first on Investment Executive.

]]>
Relocating is a planner’s worst nightmare — includes chart https://www.investmentexecutive.com/newspaper_/dealers-report-card/relocating-is-a-planner-s-worst-nightmare-includes-chart-br/ Fri, 30 May 2003 20:42:00 +0000 https://www.investmentexecutive.com/uncategorized/relocating-is-a-planner-s-worst-nightmare-includes-chart-br/ Whether they are satisfied with their firm or not, most planners are reluctant to even consider moving

The post Relocating is a planner’s worst nightmare — includes chart appeared first on Investment Executive.

]]>
Take-home pay remains a sensitive issue — includes chart https://www.investmentexecutive.com/newspaper_/dealers-report-card/take-home-pay-remains-a-sensitive-issue-includes-chart-br/ Fri, 30 May 2003 20:26:00 +0000 https://www.investmentexecutive.com/uncategorized/take-home-pay-remains-a-sensitive-issue-includes-chart-br/ Planners object to being “nickel-and-dimed” by companies that like to download costs and chisel away at commissions

The post Take-home pay remains a sensitive issue — includes chart appeared first on Investment Executive.

]]>