Ontario's Ministry of Finance says it is still assessing the OSC's report a year after it was submitted
Top 40% of households put more into their savings
There were shifts in Canada and the U.S. at a couple major firms
AUM dropped 5.9%, net outflows in retail wealth management were $1.6 billion year over year
Wealth leader Stephan Bourbonnais wants the iA businesses to lead the way in the new self-regulatory regime
Denis Dubois, executive vice-president with Desjardins Group, is on the hunt for independent advisory firms to acquire
Restructuring effort still a challenge, as major business lines grapple with revenue, profit headwinds
TD Private Wealth, Raymond James Montreal branch among firms with new appointments
Assets under management dropped 8% in 2022
AdviceSuite to be incorporated into CGI Wealth360