Evans succeeds David Schaffner, who announced his retirement in December
Harbourfront Wealth Management has struck a deal to acquire Vertex One’s private wealth division
The new platform offers a range of model portfolios for clients with average account sizes
The AI-powered platform from Pascal Financial launches this quarter
This marks the second time in the past month CI has acquired an RIA
VELA Wealth is the first strategic partner in British Columbia
Power Financial Corp. head R. Jeffrey Orr will become president and CEO of Power Corp.
With the addition of TriVest Wealth Counsel Ltd., Wellington-Altus will launch a private counsel subsidiary
Andrew Aziz and Kian Rafia join the d1g1t team as it plans U.S. expansion
The addition brings a team of 16 and $800 million in assets under administration