Lorica Investment Counsel is a specialty bond manager focused on the Canadian market
AUM and AUA were also up, for the quarter and compared with March 2020
The firm reported a $23-million profit in first quarter
Jimmy Jean succeeds François Dupuis, who is retiring after more than 30 years with Desjardins
The firm saw record gross sales of seg funds and mutual funds in the quarter
J.D. Power ranked wealth management firms based on investor satisfaction
The deal will allow BLG to expand and automate its regulatory compliance services
The advanced life insurance industry veteran will lead the advocacy group board for 2021–22
The funds focus on emerging markets and market neutral strategies
The Grondin Group has partnered with Walter GAM and W Investments Group