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Keyword: Wealth management

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Handshake between two businesspeople

The two firms share a passion for offering an alternative to the banks, Tom Bradley says

Rising costs, revenue competition to drive search for added scale

Phone finances

‘The wind is at our back’: executive director of Canadian ETF Association

Robert Bard becomes head of Cardinal Point's wealth management operations in Montreal, following acquisition of Dorchester

Bank consolidation

Revenues, earnings up despite lower rates, rising credit provisions

Crowded boardroom

Alex Besharat to retire, prompting shuffle at Scotiabank’s Canadian wealth management division

Eurotower in Frankfurt am Main before sundown

Strong capital markets drive revenues, profits higher in Q4

man shaking hands with a woman

Referrals are key for getting startup firms off the ground

  • By: Rudy Luukko
  • February 7, 2025 February 7, 2025
  • 15:01
Computer tapping

Demand for advice, strong markets to drive growth in client assets

Bank consolidation

Smaller banks less diversified than Big Six, but still poised for growth