Steven Donald, president of Assante Wealth Management (Canada) Ltd., talks about the strategic changes that fueled Assante’s improvement in 32 out of 34 categories in the 2013 Dealers’ Report Card. He spoke with Clare O’Hara, staff reporter with Investment Executive, at the TMX Broadcast Centre in Toronto.
New CEO is well known to Assante’s advisors, having held several senior positions at the firm
Successor Steven Donald says he’s “excited to take the reins of a company as solid as Assante”
Donald appointed to succeed retiring Canavan
Energy, technology, and pharmaceuticals also showing strong potential buying opportunities
Partners with Medcan Clinic
Online capability makes borrowing easy and convenient
Plan offers investors sizeable savings, Assante says
Assante Wealth Management today announced the launch of the Institutional Managed Portfolios, which offer investors a multi-manager, multi-asset, multi-style managed portfolio program, for a fee that can be negotiated between investors and advisors.“This is really a breakthrough for affluent investors who want access to leading institutional investment managers,” says Joe Canavan, chairman of Assante. The […]
