Keyword: Wealth management

755 results found

IGM Financial, which sold IPC to Canada Life, has acquired a stake in Rockefeller Capital Management

RBC will have exclusive distribution of Onex alts products under the DS and PH&N channels

Money Laundering stock photo

Civil forfeiture office could look for assets in names of trustees, partnerships family members

Entrance of historic bank building of Swiss bank Credit Suisse. Photo taken April 19th, 2021, Zurich, Switzerland.

Sector's competition, regulation and risk will all be transformed, Fitch says

announcement

Barnes' move from TD Wealth's private wealth division is detailed, among other industry news

  • By: Katie Keir
  • March 28, 2023 March 28, 2023
  • 12:43
changes ahead sign

Other industry moves this week include a new head for the FP Canada Institute

  • By: Katie Keir
  • March 23, 2023 March 23, 2023
  • 14:27
stack of files

The firm is asking regulators for more time after reconstituting a special committee evaluating management's takeover bid

  • By: IE Staff
  • March 23, 2023 March 23, 2023
  • 14:07

New appointments come a week after four board members opposed to the takeover resigned

Other moves include an established advisor group moving to BMO Nesbitt Burns from CG Wealth

Modern office building close up in sunlight

The firm appointed Terrence Lyons as director and member of the committee evaluating the bid