Digitization can provide product advice, but clients still want to talk to humans
A broad range of appointments were made
Portfolio Score acts as a “health check” for investors’ portfolios
Christine Zalzal brings experience driving growth in retail and wealth product lines
Bai brings more than 25 years of industry experience to the role
Preferred pricing program expands to cover more funds
The head of newly formed Aviso Wealth aims to attract advisors from the banks, independent firms and insurers
The merger of Credential Financial, Qtrade and NEI Investments creates a wealth management firm with more than $55 billion in assets under management
The creation of Aviso Wealth extends Desjardins Group’s reach as a key partner in the delivery of wealth-management services to Canadian credit unions