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Keyword: Robo-advisors

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Close up of businessman hands making handshake - greeting, dealing, merger and acquisition concepts

Patrick Pichette is a partner with Inovia Capital, which participated in Wealthsimple’s latest fundraising round

  • By: IE Staff
  • July 27, 2021 July 27, 2021
  • 11:13
Stock market background design

Younger Canadians flocking to online investing represents a "generational shift," says RBC DI president and CEO

Businessman analysis the stockmarket on labtop Stock Market Investment Online

One in four clients reported having at least one problem with their firms over the past 12 months

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The new capital comes from leading venture funds and celebrities including Drake and Michael J. Fox

man using mobile phone

New advice channel caters to high net-worth clients

  • By: IE Staff
  • March 9, 2021 March 9, 2021
  • 11:25
Horn speaker for public relations sign symbol, vintage color - sun with blue sky

All accounts will be transferred by June 2021

  • By: IE Staff
  • March 4, 2021 March 4, 2021
  • 14:29
vintage microphones

Couple founded robo-advisor WealthBar in 2014

Canadian fintech reaches "unicorn" status with a valuation of $1.4 billion

  • By: IE Staff
  • October 14, 2020 October 14, 2020
  • 09:51

Robo assets under administration increased this year, and B2B demand is growing

  • By: Fiona Collie
  • September 21, 2020 September 17, 2020
  • 00:13

Forstrong manages global ETF portfolios

  • By: IE Staff
  • July 20, 2020 July 20, 2020
  • 10:49