The fintech has partnered with Equisoft to accelerate collection of client data
The financing will be put toward expansion, the firm said
Clients have until Sept. 30 to lock in the 2% family loan rate
Services include carbon offset advice
How insurance advisors rated their agencies' performance
Editorial: Many of the people who called themselves financial advisors in Ontario in 2015 can still do so today with minimal effort
Karen McGuinness appointed as president and CEO
Also, annuity and seg fund premiums increased 21%
Many investors with advisors are trading crypto via platforms such as Coinbase and Binance
Outgoing members include chair Neil Gross