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Survey also revealed advised investors were happiest with National Bank, least satisfied with TD, Scotia

AI computer

Also, notetaking software for advisors adds French language transcription

Military helicopter

Invesco’s Rene Reyna is (kind of) all in on AI, Chinese tech, U.S. defence and big American banks

Simon Roy

CTO Simon Roy says the technology will enable a more personal client experience

  • By: Kevin Press
  • February 7, 2025 February 9, 2025
  • 15:19
Illustration of a man standing at a crossroads

Opinion: Failure to adapt risks leaving the nation behind