Once the transaction is completed, Richardson GMP will have $28 billion in assets under administration
Silu Modi, VP, digital marketing, Macquarie Private Wealth, explains how to design a leading-edge social media program that successfully addresses IIROC compliance guidelines. He discusses how to build a social media strategy that creates brand, impact and support for your company. Modi spoke at the 2012 IFIC annual conference in Toronto.
Earl Evans name deputy global head of MPW worldwide
Elizabeth Harding and Diana Orlic, investment specialists with Macquarie Private Wealth in Burlington, Ont., are part of a three-member team that specializes in planning for medical professionals. They discuss how their team’s focus came about, the impact of incorporation on a physician’s financial affairs, and the team’s referral relationships with accountants. They spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre in Toronto.
Firm recruits 80 advisors in record succession
Butler, Philbrick and Associates specializes in managing the portfolios of Canadian health care professionals and their families
Firm recruits advisors from HSBC, Wellington West
Toronto-based brokerage is putting significant efforts into the new technology in the wake of the new IIROC guidelines