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Financial protection for the future, nest egg, retirement savings

The bank’s challenge will be to cross-sell its other products to its newly acquired clients from Jarislowsky Fraser

Laptop on wooden table showing charts and graph Analysis Business Accounting Statistics Concept

Electronic wealth-management platforms could improve the prospects of small and mid-sized investment dealers

  • By: Ian Russell
  • February 14, 2018 February 14, 2018
  • 13:55
Lions Gate Bridge and Grouse Mountain, Vancouver

Vancouver’s Andrew Johns and his team sign up with the firm’s Canadian wealth-management division

  • By: IE Staff
  • February 13, 2018 February 14, 2018
  • 17:40
Old Montreal Port Downtown at night

The Montreal-based investment management firm has more than $40 billion in assets under management on behalf of institutional and high net-worth clients

Financial protection for the future, nest egg, retirement savings

Moncton, N.B. firm expands private wealth services

  • By: IE Staff
  • February 8, 2018 February 8, 2018
  • 10:30

The Montreal-based technology firm recently acquired Apeiron Software and Planist

  • By: Leah Golob
  • January 10, 2018 January 21, 2018
  • 12:00

The creation of Aviso Wealth extends Desjardins Group’s reach as a key partner in the delivery of wealth-management services to Canadian credit unions

The organization is also expanding its educational programs for advisors

  • By: Leah Golob
  • October 31, 2017 October 31, 2017
  • 12:25

AI is slowly making its way into the wealth-management industry and will ultimately transform financial advisors’ role

Breton Hill’s investment process will continue to be led by co-founder Ray Carroll

  • By: IE Staff
  • September 20, 2017 December 19, 2017
  • 11:05