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Company: Macquarie Private Wealth

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Once the transaction is completed, Richardson GMP will have $28 billion in assets under administration

Modi on meeting IIROC guidelines on social media

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.

  • By: Silu Modi
  • October 5, 2012 December 15, 2017
  • 09:00

Earl Evans name deputy global head of MPW worldwide

  • By: IE Staff
  • September 26, 2012 September 26, 2012
  • 08:50
Team focuses on financial planning for physicians

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

  • By: IE Staff
  • December 5, 2011 December 5, 2011
  • 10:25

Butler, Philbrick and Associates specializes in managing the portfolios of Canadian health care professionals and their families

Firm recruits advisors from HSBC, Wellington West

Macquarie: Growth plans, report card scores

  • By: Earl Evans
  • May 12, 2011 October 31, 2019
  • 07:19

Toronto-based brokerage is putting significant efforts into the new technology in the wake of the new IIROC guidelines