Raymond James acquires Solus Trust
Vancouver-based trust company manages $400 million in assets
- By: Rudy Mezzetta
- December 6, 2022 December 6, 2022
- 14:15
Vancouver-based trust company manages $400 million in assets
Employment up in finance, insurance
AUM, wealth management revenue dropped amid challenging market conditions
Inflation leads to big jump in tax bracket thresholds as well
Skyline Wealth’s private alternative investment offerings give retail investors access to institutional-quality real estate and clean energy assets.
Toronto-based firm provides insurance products and services to doctor clients
The 12-month holding period would reset after the taxpayer took ownership of property
Combined platform gives clients "a more cohesive, strengthened wealth offering"
Recession fears are top of mind as the Fed continues to hike rates
Gains in school jobs offset by losses in manufacturing, recreation
It is the seventh largest bank in Canada and operates more than 130 branches across the country
The new organization is looking at joint oversight that rotates among CSA jurisdictions
Helping clients establish a "hierarchy of withdrawals"