CWB will add approximately 140 employees and $6 billion in assets under management
iA WealthAssist combines the services of an investment advisor with the convenience of a self-serve platform
New offerings include three specialty funds and two U.S. equity funds
The insurance and wealth management company saw EPS grow by 15% for a second straight quarter
New LOC allows whole life insurance policyholders to borrow up to 90% of their policy’s cash surrender value
Approximately 175,000 Excellence clients will join iA Insurance
The PRI network includes more than 2,000 signatories from over 50 countries
Mutual fund sales are a challenge, says Industrial Alliance exec
The virtual assistant can calculate how much investors should contribute to their RRSPs or estimate the amount they’ll have saved at retirement age
Question of whether Industrial Alliance reps are employees or contractors punted back to Tax Court