The transaction is expected to close within 30 days
He'll be responsible for the firm's wealthiest clients
The recent uptick in small advisory firms reflects several factors affecting the Canadian wealth business
Kevin Sullivan will support the revised terms and withdraw a slate of proposed directors
The deal is the first direct equity investment in a regional or local operation for Assante
Robo assets under administration increased this year, and B2B demand is growing
Stable income, rising wealth a bright spot for big global investment firms
James O'Sullivan will now lead IGM Financial and Damon Murchison will lead IG Wealth Management
The month saw a surge in equity underwriting revenues
Kevin Sullivan is proposing new directors and new transaction terms