Firm says investments from Jessiman Family Investments and the Cynosure Group will go toward advisor incentive offers and acquisitions
As taxes on the wealthy increase, strategies such as diversifying income sources and income splitting can be beneficial
Sascha Isaacs joins the firm from CI Financial
Kevin Headland and Macan Nia assume the roles immediately, following Philip Petursson's departure
Effective Nov. 1, Geoff Newton will take on the newly created role at BMO Private Wealth
Kevin Burkett said advisors starting a firm should ditch a defined plan and be open to input instead
Some advisors say wealthy investors are not getting service that meets high expectations
The firm's advisors have no minimums and are looking to serve "everyday Canadians"
Manjuris provided "valued advice," the firm said, but the planned growth strategy remains "actionable"
Petursson is the firm's first chief investment strategist