The former founder of Wellington West and Todd Degelman will be opening the firm later this year and maintain a partnership with their previous dealer
The team of four advisors, formerly with BMO Nesbitt Burns, joined NBF’s new branch in Ancaster, Ont.
Bringing up RI and what it represents is a good way to connect with demographics that are seeing their wealth increase, experts suggest
Immigrants drive demand for housing and durable consumer goods
Former associate advisor permitted to contact “primary contact clients”
Dealer fined $75,000 for failing to supervise trading
The Montreal-based firm is looking to add more advisors, now that it has fully integrated Wellington West into its ranks
NBF says the MFDA piece of Wellington West was not a good fit with its IIROC-based businesses
Four funds closed to new purchases
When National Bank Financial completed its acquisition of Wellington West Capital last year, advisor Ian Houston's clients wanted to know how they would be affected. Houston reassured them: "It's just the logo on your statement that's changing"