The deal boosts Fiera’s total AUM to more than $136 billion and makes it a “competitive force” in the HNW market
The new wealth management office is home to three investment teams
Sam Collins named president and CEO of revamped firm
New firm focused on family offices and HNW clients
The emerging trend of “open banking” has the potential to be the most important catalyst for change in our industry
Vincent Hogue, former head of private client services at Desjardins Wealth Management, is proud of his achievements
Forstrong’s multi-asset global macro strategies now available to Richardson GMP advisors and their clients
Crimson Asset Management to focus on high net-worth investors
The merger of Credential Financial, Qtrade and NEI Investments creates a wealth management firm with more than $55 billion in assets under management
The Vancouver-based team is the latest group to join Canaccord’s Canadian wealth-management business