Canfin launches online platform to connect with its advisors
With VirtualSage, individuals can talk with a financial planner or retirement consultant through a virtual chat portal
- By: Fiona Collie
- February 7, 2017 February 7, 2017
- 17:50
With VirtualSage, individuals can talk with a financial planner or retirement consultant through a virtual chat portal
The change will save the insurer money and attract more clients by making the application process faster
The province’ total debt will rise to $14.4 billion, up almost $1 billion from last year’s net debt
North American stock markets post modest gains
The government will stick to its election promise to set the age of retirement eligibility at 65
FS Financial Strategies Inc. and various affiliated firms have raised approximately $36 million from more that 300 investors without filing a prospectus
The fraud stemmed from allegations that investor funds were misappropriated, among other misdeeds
Canadian banking customers are not being properly serviced through non-branch interactions
November surplus revised higher
The recipients of the 2017 WCM Executive Coaching Award have a minimum of 10 years of experience and are looking to further develop their executive…
The firm will be paying a $75,000 fine and $20,000 in costs for failing to supervise a rep adequately and not reporting possible violations by…
DB pension plans recorded an overall annual return of 6.8% in 2016, up from 5.4% in 2015, thanks to Canadian energy, materials and financial services…
Toronto-based financial services institutions that will participate in the first slate of projects have been identified and will be announced as the projects are launched
'Hot print' from Micron Technologies boosted enthusiasm for tech stocks, says portfolio manager
Central bank sees slowdown in wage gains from collective agreements
Rise in benchmark short-term rate to 0.75% is aimed at curbing inflation
Accountant allegedly found assets used to lure investors to schemes
OSC forgoes monetary sanctions, amid bankruptcy, ongoing litigation
Execs that previously pleaded guilty in fraud case accept regulatory sanctions
Plus, Raymond James gains Richardson advisor, and promotions at BMO, CI GAM, Wellington-Altus and more
Provincial regulator can halt trading when misinformation circulates
QAFP exam has one more sitting before title protection transition ends
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