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Keyword: Wealth management

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Counsel Portfolios adds global equity funds

The fund manager is adding to its suite of asset-allocation funds

  • By: Staff
  • October 15, 2020 October 15, 2020
  • 16:49
Communication network concept. Multiple exposure.

Wealthsimple hits unicorn status with $114-million financing round

The financing was led by TCV, a Menlo Park, Calif.-based equity investor

  • By: Staff
  • October 14, 2020 October 14, 2020
  • 09:51
Close up business man signing contract making a deal, classic business

GMP Capital shareholders approve Richardson GMP deal

The transaction is expected to close within 30 days

Yatch in ocean

Yannick Archambault to lead KPMG’s family office practice

He'll be responsible for the firm's wealthiest clients

  • By: Staff
  • October 6, 2020 October 6, 2020
  • 10:11
International business network with connected lines, worldwide communication for internet of things, finance, trading, blockchain and web technologies, concept wit businessman using tablet computer (International business network with connected lines,

Outcome-based investments and other fintech to watch

A report outlines the technology changing financial services

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

GMP agrees to $40-million share buyback to settle dispute over deal

Kevin Sullivan will support the revised terms and withdraw a slate of proposed directors

  • By: Mark Burgess
  • September 29, 2020 September 30, 2020
  • 11:56
Close up business man signing contract making a deal, classic business

CI Financial acquires minority stake in Assante Dorval

The deal is the first direct equity investment in a regional or local operation for Assante

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

Former GMP executives oppose deal, support alternative board

A new group of shareholders says it supports Kevin Sullivan's proposals

  • By: Mark Burgess
  • September 21, 2020 September 21, 2020
  • 16:09
Business people sitting and discussing at business meeting, in office

Sullivan proposes new terms, board nominees ahead of GMP vote

The former CEO said he supports the transaction's concept but not the terms

  • By: Mark Burgess
  • September 15, 2020 September 15, 2020
  • 12:36

IGM Financial chief executive Jeff Carney stepping down for health reasons

James O'Sullivan will now lead IGM Financial and Damon Murchison will lead IG Wealth Management