The firm's investment in Newton Crypto Ltd. will expedite its efforts in getting crypto trading capabilities to its wealth management clients
Paul Marion will develop a new tax and wealth planning framework for wealthy clients
A 2019 distribution agreement remains in place, with Fiera as Natixis' preferred Canadian distributor
Kelly will report to Onex president Bobby Le Blanc in the newly created role
ETFs, mutual funds scored record assets last year
Capital markets, economic recovery seen powering banks' growth in 2022
Hours spent worrying increased 25% over the last year
Living Wealth Media Inc. will develop new content programs for the firm's wealth management platform
Mackenzie Investments' outlook report for 2022 highlights inflation and monetary policy issues
Punter Southall Wealth Limited has roughly $8.5 billion in client assets