Combined platform gives clients "a more cohesive, strengthened wealth offering"
Integration of T.E. Wealth and Leon Frazer platforms gives bank scale to compete with Big Six, CWB executives say
The acquisition will give T.E. Wealth an expanded presence in Calgary, in which it currently only has one office
Karen Hall’s client roster includes 20 corporations
T.E. Wealth’s Valerie Pippy built her career in Toronto but is gradually shifting her business to St. John’s