Purchase of Australian giant’s Canadian operation will bolster Global Maxfin’s presence in the West and triple its AUM
Restructured firm to focus on its institutional clients
Purchase expands Manulife travel insurance business in Canada
Felcom client contracts and employees to be transferred
Both firms to retain full autonomy over their investment strategies
Dan Hallet to lead combined firm’s fund research and asset management
Robson named head of Crestline Canada
Inhance fund family to be merged with new IA Clarington SRI funds
Bank to acquire J.P. Morgan’s third party investment advisor servicing business
Acquisition deepens financial planning capabilities and broadens network