Desjardins said it plans to operate the three companies as standalone entities
The state of play of advisory, investment services from co-operatives, credit unions
The firm did not report allegations against a rep to the MFDA’s Member Event Tracking System or carry out an adequate investigation
Hunt to take over both channels of Worldsource
Worldsource Financial Management first to enter dealer agreement
Dealer fined $50,000 for compliance deficiencies
Worldsource to provide credit union with fund dealer and insurance services
Groupe Cloutier, Worldsource Financial Management to provide fund distribution services to P&C brokerages
Leo Penney has more than 30 years of experience in the underwriting community helping producers package large cases for underwriting decision
Morden to be based in Vancouver