Keyword: Wealth management

709 results found
advisor client meeting

Pascal Financial says its wealth management software results in “bulletproof” compliance

  • By: Staff
  • November 26, 2019 November 26, 2019
  • 11:35
Highline walker in blue sky between two buildings concept of risk taking and challenge

Respondents were more worried about personal finance than the economy or stock market

photo of hands holding pen under document and pressing calculator buttons

Desjardins said it's spent $70 million implementing protections for members following a data breach

For the second straight quarter, the firm increased its earnings per share by 15% or more

rockets launching

The bank has had double-digit asset growth in wealth management in recent years

  • By: Staff
  • November 1, 2019 November 1, 2019
  • 11:57
calculating numbers for income tax return with glasses pen and calculator

Fund sales were strong for Mackenzie, while IG funds saw net redemptions

photo of hands holding pen under document and pressing calculator buttons

The decrease primarily reflected $96.7 million of net investment losses

Communication network concept. Multiple exposure.

CI will make an equity investment in d1g1t and use the firm’s enterprise wealth management platform

  • By: Staff
  • October 30, 2019 October 30, 2019
  • 11:59
Communication network concept. Multiple exposure.

Christine Zalzal will oversee Aviso Wealth’s Qtrade Investor and VirtualWealth businesses

  • By: Staff
  • October 23, 2019 October 23, 2019
  • 12:19
People moves

Manmeet Bhatia and Bill Tsotsos take on the roles in Toronto

  • By: Staff
  • October 15, 2019 October 15, 2019
  • 12:19