Keyword: Wealth management

756 results found
Co-operators advisor office featuring new branding English

The firm's advisors have no minimums and are looking to serve "everyday Canadians"

Manjuris provided "valued advice," the firm said, but the planned growth strategy remains "actionable"

  • By: Katie Keir
  • October 8, 2021 October 8, 2021
  • 11:56
new label

Petursson is the firm's first chief investment strategist

  • By: Katie Keir
  • October 1, 2021 October 1, 2021
  • 11:05

“Make no mistake about it, digital is here to stay,” says Pascal WealthTech's Howard Atkinson

The York University professor laid out his concerns at an event this week

wood chess pieces surrounding red piece

Advisors can offer a personalized experience through deeper client engagement

  • By: Ian Russell
  • September 15, 2021 September 13, 2021
  • 15:00

Toronto-based firm has acquired or made deals for 21 U.S. wealth firms since last year

The company eyes growth as it enters Canada's second-largest market

new label

Philippe Sarfati comes to the company from Concentra Bank

niche investment

RBC chief executive David McKay doesn't expect the Covid-19 Delta variant to halt current momentum