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  1. David Friend
    The bank exceeded expectations on the strength of retail bank and wealth management platforms as it shifts to digital services
  2. Leah Golob
    The new Halal investing portfolio screens for business and financial activity to ensure stocks are compliant with Islamic investing practices
  3. Fiona Collie
    Advisors who use Wealthsimple’s B2B platform have access to Shaunessy’s institutional portfolio
  4. Canadian Press
    The OSC approved a settlement with the alternative mortgage lender earlier this month
  5. Canadian Press
    The two companies announced they’re going their separate ways after a partnership that has lasted for almost 20 years
  6. IE Staff
    Increased cross-border capabilities make it easier for high-net worth individuals and families to bank in both Canada and the U.S.
  7. IE Staff
    The agreement includes 22,500 self-directed accounts with assets under administration of $1.7 billion
  8. IE Staff
    With the completion of the deal, IA becomes one of the largest non-bank wealth-management firms in Canada with almost $80 billion in AUA
  9. IE Staff
    The departures follow the completion of John Wilson and James Fox’s acquisition of Sprott Asset Management
  10. Leah Golob
    The bank received the highest ranking among 5,000 companies in the U.S. and Canada