Partnership – Advisor's Edge https://phoenix.advisor.ca The best news source for Canadian financial advisors. Investments, financial markets, insurance, practice management, tax and estate planning Thu, 07 Oct 2021 15:02:28 +0000 en-CA hourly 1 https://wordpress.org/?v=5.9.3 https://phoenix.advisor.ca/wp-content/uploads/sites/5/2018/05/cropped-advisor-ico-32x32.png Partnership – Advisor's Edge https://phoenix.advisor.ca 32 32 Great-West Lifeco partners with Sagard Holdings https://phoenix.advisor.ca/news/industry-news/great-west-lifeco-partners-with-sagard-holdings/ Thu, 07 Oct 2021 15:02:28 +0000 https://www.advisor.ca/?p=201038 Lifeco will sell its Colorado-based subsidiaries and commit capital to Sagard

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National Bank invests $103M in financial data company https://phoenix.advisor.ca/news/industry-news/national-bank-invests-103m-in-financial-data-company/ Thu, 26 Aug 2021 16:05:46 +0000 https://www.advisor.ca/?p=198974 The investment includes $30 million in growth capital

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AGF extends its private alternatives platform https://phoenix.advisor.ca/news/industry-news/agf-extends-its-private-alternatives-platform/ Thu, 19 Aug 2021 16:34:07 +0000 https://www.advisor.ca/?p=198728 The asset manager has a new private equity partnership with First Ascent Ventures

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Former RBC DS portfolio manager to helm new family office https://phoenix.advisor.ca/news/industry-news/former-rbc-ds-portfolio-manager-to-helm-new-family-office/ Wed, 05 May 2021 15:07:10 +0000 https://www.advisor.ca/?p=194623 The Grondin Group has partnered with Walter GAM and W Investments Group

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Richardson Wealth, Bloom Burton form alliance focused on healthcare sector https://phoenix.advisor.ca/news/industry-news/richardson-wealth-bloom-burton-form-alliance-focused-on-healthcare-sector/ Wed, 10 Feb 2021 16:09:11 +0000 https://www.advisor.ca/?p=191297 The partnership aims to expand wealth solutions in the space

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MD Financial and Scotiabank partner with women physicians https://phoenix.advisor.ca/news/industry-news/md-financial-and-scotiabank-partner-with-women-physicians/ Wed, 13 Jan 2021 16:08:48 +0000 https://www.advisor.ca/?p=190095 FMWC promotes the professional, social and personal development of female physicians in Canada

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Agora partners with Pascal Financial https://phoenix.advisor.ca/news/industry-news/agora-partners-with-pascal-financial/ Wed, 29 Jul 2020 16:20:14 +0000 https://www.advisor.ca/?p=183587 With the deal, Agora aims to strengthen its cloud-based wealth management platform

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Milestone Wealth Management partners with Purpose Advisor Solutions https://phoenix.advisor.ca/news/industry-news/milestone-wealth-management-partners-with-purpose-advisor-solutions/ Wed, 06 May 2020 13:49:06 +0000 https://www.advisor.ca/?p=179854 The Calgary family office is the latest firm to sign on with the digital operations platform

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Wellington-Altus strategizes with INFOR Financial https://phoenix.advisor.ca/news/industry-news/wellington-altus-strategizes-with-infor-financial/ Fri, 31 Jan 2020 19:56:15 +0000 https://www.advisor.ca/?p=175584 The dealer will receive preferred access to new issues from the investment bank

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Groups representing financial sectors of Canada, U.K. join forces https://phoenix.advisor.ca/news/industry-news/groups-representing-financial-sectors-of-canada-u-k-join-forces/ Thu, 14 Feb 2019 19:28:12 +0000 https://www.advisor.ca/?p=162001 Toronto Finance International and TheCityUK renew memorandum of understanding

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