Jesse McNeil, director of group benefits at Rise People, will join the company
Actively managed equity portfolio built primarily of Australia-based financial services companies
PMAC wants CSA to leave pooled funds out of client-focused reforms
Sonia Baxendale succeeds Richard Nesbitt in top role at Global Risk Institute in Financial Services
Partnership will accelerate online availability of life insurance products to clients
Panel aims to help improve the experience of Canadians when they interact with the tax man
CI sees great potential in giving advisors the ability to use WealthBar’s robo-advisor service
New ratings will take effect in January
Calgary-based firm named Multi-Family Office Team of the Year
Clients can borrow up to 90% of the cash surrender value of the life insurance policy