Lorica Investment Counsel is a specialty bond manager focused on the Canadian market
The firm will unveil a new growth strategy later this month
The deal for Dowling & Yahnke is CI Financial's second-largest RIA acquisition to date
AUM and AUA were also up, for the quarter and compared with March 2020
The firm saw record gross sales of seg funds and mutual funds in the quarter
J.D. Power ranked wealth management firms based on investor satisfaction
The Grondin Group has partnered with Walter GAM and W Investments Group
A TD Wealth study offers insight on how different types of clients respond to advice and volatility
Dayes will develop strategies across tax planning, financial planning and charitable giving, the firm said
The new capital comes from leading venture funds and celebrities including Drake and Michael J. Fox