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
“Make no mistake about it, digital is here to stay,” says Pascal WealthTech's Howard Atkinson
The York University professor laid out his concerns at an event this week
Advisors can offer a personalized experience through deeper client engagement
Toronto-based firm has acquired or made deals for 21 U.S. wealth firms since last year
The company eyes growth as it enters Canada's second-largest market
Philippe Sarfati comes to the company from Concentra Bank