Simplii Financial and Bank of Montreal alert clients
Fund company introduces global multi-sector credit and Canadian “core plus” strategies
Higher risk ratings for 16 mutual funds
Karen Higgins succeeds Bruce West
Manulife named most valuable insurance brand in Canada
The new wealth management office is home to three investment teams
Sam Collins named president and CEO of revamped firm
Business leaders keen to adapt to technological advancements that are disrupting many industries
Veteran bank economist will oversee and further develop the consulting firm’s research and forecasting capabilities
This year’s topic was “The Appropriate Use of Social Media in a Financial Planning Practice”