Keyword: Wealth management

709 results found
Indecisive and lost man chooses the right path

Approximately $400 billion of wealth and assets will be passed down

Over the last two weeks, Canada's major banks reported earnings.

  • By: Staff
  • March 3, 2017 August 21, 2018
  • 10:09

LOGiQ Asset Management has named a new Chief Financial Officer.

  • By: Staff
  • February 28, 2017 August 21, 2018
  • 11:10

On Tuesday, three major banks reported earnings and all of them saw increases in earnings and AUM.

  • By: Staff
  • February 28, 2017 August 21, 2018
  • 10:51

Over the next 18 months, Laurentian plans to overhaul how it serves retail clients.

  • By: Staff
  • February 28, 2017 August 21, 2018
  • 10:50

A look at RBC's Q1 2017 earnings and future priorities.

  • By: Katie Keir
  • February 24, 2017 August 21, 2018
  • 10:48

HSBC Bank Canada says retail banking and wealth management unit achieving sustainable and balanced growth.

  • By: Staff
  • February 21, 2017 August 21, 2018
  • 09:47

Eight Capital is the new name of Dundee Capital Partners. The name change follows a December 2016 purchase of Dundee Capital Markets assets from Dundee Corporation by an employee group, making the firm a stand-alone partnership. Read: Why partnerships make sense Also read: Does going fee-based save clients tax? Canaccord’s Canada AUA gains 32.5% over […]

  • By: Staff
  • February 13, 2017 August 21, 2018
  • 10:32

Canaccord Genuity Group’s Canadian wealth management business grew its assets under administration by 32.5% over the past year, the firm says, reaching $12 billion at the end of 2016 as it registered additional assets from new advisory teams. “Assets in our Canadian wealth management business continued to improve, primarily due to the success of our […]

  • By: Staff
  • February 10, 2017 October 25, 2018
  • 10:44

The team led by Gerard Gardiner has joined Echelon Wealth Partners.

  • By: Staff
  • January 5, 2017 August 21, 2018
  • 10:23