Keyword: Wealth management

755 results found
a woman entering a door of unknown mystery

Wealth leader Stephan Bourbonnais wants the iA businesses to lead the way in the new self-regulatory regime

  • By: Katie Keir
  • February 15, 2023 February 15, 2023
  • 13:48
Denis Dubois

Denis Dubois, executive vice-president with Desjardins Group, is on the hunt for independent advisory firms to acquire

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

Restructuring effort still a challenge, as major business lines grapple with revenue, profit headwinds

TD Private Wealth, Raymond James Montreal branch among firms with new appointments

  • By: Katie Keir
  • February 10, 2023 February 10, 2023
  • 13:38

Assets under management dropped 8% in 2022

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AdviceSuite to be incorporated into CGI Wealth360

new label

Several changes occurred across asset management and wealth management

  • By: IE Staff
  • February 2, 2023 February 3, 2023
  • 15:40
Business partnership meeting. Picture businessmans handshake. Successful businessmen handshaking after good deal. Horizontal, blurred (Business partnership meeting. Picture businessmans handshake. Successful businessmen handshaking after good deal. Ho

The deal comes as Canaccord's management looks to take the firm private

vintage microphones

Top-level shifts were announced at several major firms, including National Bank Financial, iA Financial Group and RBC Insurance

  • By: Katie Keir
  • January 27, 2023 January 27, 2023
  • 14:38
National Bank of Canada in Toronto’s financial district; National Bank of Canada is sixth largest commercial bank in Canada.

Denis Girouard will step in for Martin Gagnon until a successor is named

  • By: IE Staff
  • January 26, 2023 February 17, 2023
  • 11:53