A suite of services includes online trading, robo-advice and personal financial planning with a dedicated financial advisor
Major changes to fees, products, distribution, regulation, technology and workforce could disrupt the industry
Canaccord continues to expand wealth-management business
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