Summer promotion saw CU hand out $100 bills
Wellington west Capital Inc. is aiming to become “the biggest non-bank player in Canada,” says CEO Charlie Spiring. And the company has taken significant steps toward that goal with its acquisition of Clearsight Wealth Management Inc. and its decision to take about 20% of Wellington West public.The Winnipeg-based financial services firm — which was founded […]
Sources say Wellington West Capital Inc. paid $5 million-$10 million to repatriate ownership stakes
Court cases will determine the liability institutions face when advisors contravene the rules
Met Life subsidiaries and pension plan business will add US$7.5 billion in assets
Winnipeg firm sees further expansion, with particular focus on Ontario, British Columbia and the Maritimes
Will Manitoba’s new branding strategy dispel the province’s negative image and improve tourism?
Taddingstone Consulting brings research expertise in high net-worth segment, mortgage broker business
Both boutique brokerage firms are aiming to attract experienced advisors as they open up in new regions
Kiosks let credit union members conduct videophone conversations with staff