Advisors can compare two portfolios side-by-side to improve performance
These strategies provide access to a diversified range of global exposures that complement benchmark-centric or domestic portfolios
The agreement will make Lionridge’s investment management services available to Wellington-Altus’ clients
The fund will be available to accredited investors within the next few weeks
Empire Life and Canaccord Genuity announce recent hires
Investment commentary and reporting have been challenging to automate because of the skill required to analyze investment data, articulate the rationale behind investment decisions and ensure quality control
Ram Ramaswamy has spent the past 16 years with Goldman Sachs Asset Management LP in the alternative investments and manager selection group
New fund, which invests in bitcoin and ethereum, is accessible to accredited Canadian investors
The industry veteran will oversee financial planning at the portfolio management firm
Alexandra Horwood builds custom portfolios for her clients, then monitors the portfolios closely