Keyword: Wealth management

709 results found
Illustration and Painting

Assets under management also dropped 8% in 2022

Internet service technology

AdviceSuite to be incorporated into CGI Wealth360

Canadian money

The pros and cons of the major products available to clients

Macro shot of a hand of a businessman signing or writing a document on a sheet of white paper using a nibbed fountain pen.

The deal comes as Canaccord's management looks to take the firm private

Business man making a presentation at office. Business executive delivering a presentation to his colleagues during meeting or in-house business training, explaining business plans to his employees.

Top-level shifts were announced at several major firms, including National Bank Financial, iA Financial Group and RBC Insurance

  • By: Katie Keir
  • January 27, 2023 January 27, 2023
  • 14:38
Business and financial district in a city with pillars

Denis Girouard will step in for Martin Gagnon until a successor is named

  • By: Staff
  • January 26, 2023 January 26, 2023
  • 11:53
Condo buildings in downtown Montreal

Some private real estate funds have restricted redemptions amid challenging conditions

microphones sitting on table

The head of iA Private Wealth takes over from Sean O'Brien

  • By: Staff
  • January 24, 2023 January 24, 2023
  • 12:57
CIBC building downtown Toronto

Jon Hountalas to lead personal, business banking operations

Portrait Of Happy Multiethnic Employees In Office Holding Cardboard Boxes

There have been several executive team successor appointments

  • By: Katie Keir
  • January 12, 2023 January 12, 2023
  • 14:01