Groupe Cloutier to adopt Invesco’s advisorDUO platform
The firm is the first in Quebec to adopt the robo-advisor service, which launched in November 2017
- By: Fiona Collie
- March 27, 2018 April 6, 2019
- 11:35
The firm is the first in Quebec to adopt the robo-advisor service, which launched in November 2017
New program removes barriers for small- to medium-sized businesses to open and run their own group plans
The REIT will focus on cultivation facilities, industrial properties and real estate for the legal cannabis industry
The changes would create a number of exemptions and shift which areas of the province would be covered by the tax
Mutual fund advisors would have to complete 20 professional development credits each cycle
U.S. stocks climb as trade worries ease
Trust in advisors driven mostly by full disclosure of fees, survey reveals
Vitality plan expands coverage options
While IIROC works on amendments, it asks dealers to voluntarily report cybersecurity incidents
The closed-end fund’s portfolio focuses on companies pursuing major technological innovations
The Financial Comfort Zone Study offers insight into the relationships among financial advice, financial well-being and overall life satisfaction in Canadian society
Better times in the oilpatch fail to impress stock market investors
The central bank issued a summary of its overnight-rate deliberations earlier this month
Americans’ assessments of their current economic situation tumbled: survey
Alternative Credit Council research points to further growth, diversification in 2025
The increase is part of an effort to beef up anti-money laundering measures
Accountant allegedly found assets used to lure investors to schemes
OSC forgoes monetary sanctions, amid bankruptcy, ongoing litigation
The pension fund's 50% share of the initial capital commitment is roughly $1.8 billion
Woodgate Financial Inc., Assante Financial Management Ltd., are among Focal's customers
Plus, a new TD partnership, and Toronto fintech becomes dark pool partner
Plus, Wellington-Alus Private Counsel and Ninepoint Partners add new talent
Also, moves at Mackenzie Investments, Edward Jones Canada and the CSA
Plus, moves at BMO Private Wealth, Fiera Capital and CIBC GAM
Mutual fund, ETF AUM rose for the seventh consecutive month
Plus, other product launches and news, including more ESG fund terminations
More than 300 new products landed in 2025 — a new record