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
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