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Keyword: Wealth management

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Matt Evans has held progressive leadership roles at the bank since 2010

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J-F Courville and Dave Nugent will join the firm as managing partners

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The deal is expected to “boost Harbourfront’s already growing asset base”

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Agora's Private Client Platform offers model portfolios tailored to clients with average account sizes

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The new platform from Pascal Financial will feature investment algorithms powered by artificial intelligence

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The transaction is part of CI’s plan to grow its presence in the U.S. RIA market

Cultivating agricultural clients

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

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

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

  • By: IE Staff
  • November 26, 2019 November 26, 2019
  • 11:35