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
Consolidation poised to continue for Canada’s investment industry
The deal will provide Fiera with the critical mass necessary “to be a competitive force” in the HNW market