Keyword: Wealth management

709 results found

Despite the dip, earnings beat analysts’ expectations

More than 97% of employees are working from home as CI adapts to pandemic

Business people sitting and discussing at business meeting, in office

Jonathan Durocher will take over from Martin Lavigne on Friday

  • By: Staff
  • May 5, 2020 May 5, 2020
  • 12:26
Female hands using mobile banking on white smartphone

Industry disruption accelerates as isolated clients invest with their phones

  • By: Staff
  • March 31, 2020 March 31, 2020
  • 13:02
Rearview shot of an attractive young businesswoman standing with her hands on her hips in the office

Unique wealth challenges require an advisory strategy

Business people sitting and discussing at business meeting, in office

The former Gluskin Sheff executive will share the top job with Michael Kaumeyer

  • By: Staff
  • March 3, 2020 March 3, 2020
  • 12:11
Macro shot of a hand of a businessman signing or writing a document on a sheet of white paper using a nibbed fountain pen.

Richardson GMP advisors will hold 29.6% of the company's shares

Group Of University Students Relaxing In Common Room

Eric Lemieux has joined the fintech as chief revenue officer

The firm's global wealth management operations earned revenue of $128.4 million in the quarter, a 10.7% increase

  • By: Staff
  • February 6, 2020 February 6, 2020
  • 13:07

Mercer says Virgo’s experience will be a “tremendous asset” to the team