Alterna Savings and its subsidiary Alterna Bank have selected the Qtrade Financial Group as their new partner for comprehensive wealth management services, including securities dealer, mutual fund dealer, investment and insurance services, Alterna said Tuesday.“After a thorough due diligence process we are very pleased to move forward with this wealth management partnership,” says Alterna Savings’ […]
Standardization, co-operation and more proprietary products will be keys to growth, report says
Partners with Bank of Beijing to establish fund management company
Canadians are looking for a greater range of services to manage their growing wealth
Edward Jones ranks highest among full-service firms for third straight year
But Transamerica Life Canada is pulling back on that business to focus on manufacturing life insurance and annuity products
Managing wealth for a single family can make an advisor’s life easier on many fronts
Value of the holding is $5.2 million
Private banking enhancements and lifestyle services changed to take financial and daily life chores off busy executives' hands
UBS has been named as Canada’s best private bank by Euromoney magazine in its benchmark annual survey of the wealth management industry. UBS Wealth Management was also ranked as the world’s best private bank in the survey for the fourth consecutive year. Citigroup was runner-up, with HSBC in third place. The most improved performers were […]