Acquisition helps Scotiabank expand in the institutional space
The bank’s challenge will be to cross-sell its other products to its newly acquired clients from Jarislowsky Fraser
Electronic wealth-management platforms could improve the prospects of small and mid-sized investment dealers
Vancouver’s Andrew Johns and his team sign up with the firm’s Canadian wealth-management division
The Montreal-based investment management firm has more than $40 billion in assets under management on behalf of institutional and high net-worth clients
Moncton, N.B. firm expands private wealth services
The Montreal-based technology firm recently acquired Apeiron Software and Planist
The creation of Aviso Wealth extends Desjardins Group’s reach as a key partner in the delivery of wealth-management services to Canadian credit unions
The organization is also expanding its educational programs for advisors
AI is slowly making its way into the wealth-management industry and will ultimately transform financial advisors’ role