Slocum’s team will join Pavilion Advisory Group and operate out of its Minneapolis office
Chrispin also assumes the role of president and COO of Desjardins Financial Security
Mike Lewis and Heather Saxon replace Darlys Corbitt and Alan Bett, respectively, as their organizations’ representatives
Five of Excel Funds’ mutual funds will be available in Series D units, which have lower management fees, through various discount brokerages
Silver has outperformed both gold and platinum in 2016
The dealer has entered into an exclusive partnership with Shaunessy Investment Counsel to sell its custom ETF portfolios
The underperformance is taking place among domestic equity, Canadian-focused equity, international equity and global equity portfolio managers
The addition of Vancouver’s LePoidevin Group is part of the firm’s strategy to bring in more advisors and grow its AUM
Jordan Rosenberg will be responsible for developing advisor relationships