PIP parent company Walton Group to focus on its core real estate business
Regulator to go ahead without the participation of Partners in Planning
Regina-based mutual fund dealer, Partners In Planning Financial Group Ltd. has chosen a new software platform for its approximately 600 advisors across Canada. The company will now use Univeris Corp.’s Enterprise Wealth Management System (EWMS), a technology system that covers back office operations, front office management, retail product distribution and regulatory compliance. “We required an […]
Canadian Western Trust to provide trustee services