The launch of these ETFs will be the mutual fund giant’s first foray into the ETF market
That change was made possible thanks to the firm’s acquisition of ShareOwner, whose dollar-based investment services allows investors to purchase fractional shares of ETFs
Jean Michel’s role is to develop a more extensive advisory service offering and oversee investment strategies
The new system would alter responsibility for operations and administrative expenses
Russell Multi-Asset Growth Strategy aims to achieve equities-like returns but with lower volatility
The addition of Maxium Financial and Desante Financial will broaden CWB’s business mix in specialized finance markets
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The firm will also phase out its high net-worth series of funds, which will be redesignated into other funds or closed
Although 28% of millennials in B.C. expect an inheritance of more than $300,000, only 8% of parents believe they’ll be able to leave that much for their children
The expansion will bring the independent investment-management firm closer to 40% of its client base