Proposal includes plain language plan summary
Advisors can refer clients to National Bank
Bank receives Catalyst Award for advancing women and other diverse groups
Net income up more than 40%
Desbois fined $50,000
Resource is designed to help seniors identify tactics used by fraudsters
Funds transferred to shares of Canadian Growth Class
O’Neill banned for his role in “Pay It Forward” investment scheme
Seg fund investment loans offered through advisors and insurance agents
Toronto-based Macquarie Private Wealth has agreed to purchase software from PriceMetrix to support its Canadian practice management efforts, PriceMetrix said Tuesday. Terms of the deal were not disclosed.“The ValueOne Program is a strategic investment that demonstrates our commitment to providing substantial resources to advisors to help them build their business,” says Bruce Kagan, CEO, Macquarie […]