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Keyword: Wealth management

216 results found
Cultivating agricultural clients

Financial advisor Raymond Riel draws upon his childhood experiences to provide tailored advice to farmers in the Prairies

stage curtain

Mario Addeo and Richard Rousseau have been appointed vice chairs of the firm’s private client group

  • By: IE Staff
  • December 3, 2019 December 3, 2019
  • 10:56
Close up of businessman hands making handshake - greeting, dealing, merger and acquisition concepts

Cresco, previously part of Scotia Wealth Management, represents the largest book of business to join the independent advisory firm

Hand holding smartphone with launching rocket on sky background. Startup and technology concept

The digital platform is designed to reduce admin time by up to 50%

  • By: IE Staff
  • November 26, 2019 November 26, 2019
  • 11:35
Businessman balancing bear bull financial managing stock market illustration

Seniors and recent immigrants are more confident than others

The insurance and wealth management company saw EPS grow by 15% for a second straight quarter

Hand holding smartphone with launching rocket on sky background. Startup and technology concept

The bank says it plans to pursue opportunities in key markets outside Canada

  • By: IE Staff
  • November 1, 2019 November 1, 2019
  • 11:57
Advisors embracing technology section image

The d1g1t enterprise wealth management platform enables firms to share real-time intelligence

  • By: IE Staff
  • October 30, 2019 October 30, 2019
  • 11:59
Businessman hand showing financial report on table

Retail banking and wealth management enjoyed revenue growth

We made a deal. Close up of arms of successful two business partners shaking hands. They are sitting at the table near documents in cafe. The businessman and woman are drinking coffee

Christine Zalzal brings experience driving growth in retail and wealth product lines

  • By: IE Staff
  • October 23, 2019 October 23, 2019
  • 12:19