Agora's Private Client Platform offers model portfolios tailored to clients with average account sizes
The new platform from Pascal Financial will feature investment algorithms powered by artificial intelligence
The transaction is part of CI’s plan to grow its presence in the U.S. RIA market
Financial advisor Raymond Riel draws upon his childhood experiences to provide tailored advice to farmers in the Prairies
Mario Addeo and Richard Rousseau have been appointed vice chairs of the firm’s private client group
Cresco, previously part of Scotia Wealth Management, represents the largest book of business to join the independent advisory firm
The digital platform is designed to reduce admin time by up to 50%
Seniors and recent immigrants are more confident than others
The insurance and wealth management company saw EPS grow by 15% for a second straight quarter
The bank says it plans to pursue opportunities in key markets outside Canada