The decumulation game requires a dynamic strategy
Bergeron has held several senior roles since joining the co-op in 2011
iA Securities and HollisWealth have merged, creating a $40-billion IIROC platform
Canada Life Investment Management began operations on Jan. 1
The independent advisory firm has 20 locations across Canada
The moves follow a strategic review of the company's private wealth operations in the U.S.
The announcement follows Guardian's acquisition in August of Agincourt Capital Management
Award celebrates talented young professionals in the investment industry
Couple founded robo-advisor WealthBar in 2014
Chilcott left Sun Life Global Investments in October