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  1. Tessie Sanci
    The firm provides scholarships to students who can demonstrate knowledge of their investing personality and risk tolerance
  2. Fiona Collie
    The Canadian robo-advisor firm beat out well-established major U.S.-based financial services institutions for the prize
  3. Canadian Press
    Further details will be released when the bank reports its quarterly results on May 31
  4. Patricia Chisholm
    The bank’s senior counsel points to data that show the market for online advice services is growing rapidly
  5. James Langton
    72 former Dundee Goodman Private Wealth advisory teams join Echelon
  6. Tessie Sanci
    New York-based firm has already expanded into Europe and Japan
  7. Canadian Press
    The insurance company says it is the first in Canada to do so
  8. Tessie Sanci
    The robo-advisor firm will launch Nest Wealth Pro, a technological tool that keeps the advisor as the focal point of a relationship with a client, in the third quarter
  9. James Langton
    The investment dealer has changed its name to Echelon Wealth Partners
  10. Alexandra Posadzki
    Brian Porter says Canada’s labour productivity is the country’s “Achilles heel”