BCU advisors gain access to the Raymond James wealth-management platform
NBF is making significant investments in Western Canada
The acquisition increases the firm’s ownership stake in Canaccord Genuity (Australia) Ltd. to 80%
Coin Capital Investment Management will offer investment products focused on emerging technologies such as blockchain, AI and cryptocurrencies
Scotiabank’s recent acquistions were a complimentary fit
Greystone’s focus on alternative asset management diversifies the bank’s product lineup
The asset manager will be rebranded as TD Greystone and will continue to operate from Regina
Hybrid advice model gives firms the opportunity to provide clients with more personalized services
Although global high net-worth individuals’ wealth surpassed US$70 trillion for the first time, only 55.5% said they connected very well with their wealth managers
The charitable giving program allows clients to incorporate philanthropic giving into their overall wealth plan