Travis Goldfeldt will take over lead manager duties from incoming Mawer president Craig Senyk
Investment dealer will sharpen focus on Canadian operations where growth opportunities are greater
Conversions will bring lower management fees
New funds subadvised by SIA Wealth Management feature ETF series
New multifactor ETF subadvised by Dimensional Fund Advisors Canada ULC and DFA Australia Ltd
Two Wealth Compass funds may not qualify as mutual fund trusts for 2018
In addition to his current role as CEO, Peter Anderson will be appointed president of CI
Purchases expands Stone’s fund family
An industry survey finds the regulatory burden is a top concern
Calgary-based investment manager concludes strategic review