The team of four advisors, formerly with BMO Nesbitt Burns, joined NBF’s new branch in Ancaster, Ont.
The changes are designed to streamline communication between advisors and their compliance departments concerning the use of social networks
Maximizer CRM Wealth Manager 2017 will have fields that can capture all the relevant data points as well as commonly used forms within each client’s record
Continuing High Rock Canadian High Yield Bond Fund is no longer considered to be economically practical
The merger of Fédération des caisses Desjardins du Québec and Caisse centrale Desjardins is expected to become effective on Jan. 1, 2017 following regulatory approval
A majority of Canadians would prefer someone make a charitable donation on their behalf than receive a traditional gift for the holiday season
RBC Trend Canadian Equity Fund’s investment strategy is based on the thesis that recent trends in securities prices tend to continue for a period of time
The regulator considers Nelson Bradbury “a continuing danger to the investing public” because of the infractions he has committed during his lifetime
The proposal includes amending the fund’s fundamental investment objective, changing its name and reducing fees for Series A, F and G units
Timothée Bessette helped or advised individuals file income tax returns, or request a reassessment, using the distinction between a “natural” person and a “legal” person