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Keyword: Wealth management

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AdviceSuite to be incorporated into CGI Wealth360

new label

Several changes occurred across asset management and wealth management

  • By: IE Staff
  • February 2, 2023 February 3, 2023
  • 15:40
Business partnership meeting. Picture businessmans handshake. Successful businessmen handshaking after good deal. Horizontal, blurred (Business partnership meeting. Picture businessmans handshake. Successful businessmen handshaking after good deal. Ho

The deal comes as Canaccord's management looks to take the firm private

vintage microphones

Top-level shifts were announced at several major firms, including National Bank Financial, iA Financial Group and RBC Insurance

  • By: Katie Keir
  • January 27, 2023 January 27, 2023
  • 14:38
announcement

Denis Girouard will step in for Martin Gagnon until a successor is named

  • By: IE Staff
  • January 26, 2023 January 26, 2023
  • 11:53
Stephan Bourbonnais headshot

The head of iA Private Wealth takes over from Sean O’Brien

  • By: IE Staff
  • January 24, 2023 January 24, 2023
  • 13:05
change direction

Changes include two business banking leadership shifts

  • By: Katie Keir
  • January 19, 2023 January 19, 2023
  • 15:08
investing in technology

My Financial Benchmark and Financial Calculators will be in one hub

changes ahead sign

There have been several executive team successor appointments

  • By: Katie Keir
  • January 12, 2023 January 12, 2023
  • 14:01

Special committee of board members has reservations about the offer