CGF announces portfolio advisor change
Vancouver-based PI Financial is moving forward with its expansion strategy, including the acquisition of similar firms
Clients are being asked to provide documentation for a wide range of credits and payments
Purchase of Australian giant’s Canadian operation will bolster Global Maxfin’s presence in the West and triple its AUM
TD Asset Management adds five portfolios
Expanding OBSI’s workforce is just one of Douglas Melville’s many tasks
For the past 10 years, Rick Claydon, financial advisor and partner with Stonegate Private Counsel LP in Toronto, has been building a solid client-referral network made up entirely of chartered accountants. Today, up to 40% of the new business that comes through Claydon’s door is referred by those third-party professionals. Claydon considers his CAs to […]
Successor Steven Donald says he’s “excited to take the reins of a company as solid as Assante”
Content, flow, language and presentation are keys to success, say experts, but most firms still fall short