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wealthprofessional.ca
1 小时
TDAM reaches $70 million settlement for trailing commissions class action
TD Asset Management has agreed to a settlement in respect of trailing commissions paid to discount brokerages – with a $70.25 ...
wealthprofessional.ca
2 小时
Canadian home prices sluggish but two cities posted double-digit gains
Two markets stand out though for double-digit gains. Quebec City saw an increase of 10.5% year-over-year to take the median ...
wealthprofessional.ca
2 小时
TD faces US$3 billion fine, growth restriction to settle US probes
The WSJ reported late Wednesday that TD’s primary US regulator, the Office of the Comptroller of the Currency, could impose a ...
wealthprofessional.ca
17 小时
Family first ethos seals MNK Financial Services' switch to Q Wealth Partners
Manish saw the move to Q Wealth Partners as an opportunity to segment his business. He carefully selected and partnered with ...
wealthprofessional.ca
23 小时
Canadian farmland is still fertile for growth as values climb
Farm Credit Canada's (FCC) mid-year review showed that Canadian cultivated farmland values increased by 5.5 percent in the ...
wealthprofessional.ca
23 小时
Rising inflation erodes purchasing power for lower-income Canadians since 2022
Wealthier households see gains in purchasing power due to investment income, while lower-income households struggle to keep ...
wealthprofessional.ca
23 小时
FP Canada and Institute launch new pathways for F.Pl. and CFP designations
FP Canada and the Institute of Financial Planning have introduced new pathways to simplify the process for CFP professionals ...
wealthprofessional.ca
23 小时
CI GAM introduces six asset allocation mutual funds for diverse investment needs
CI Global Asset Management (CI GAM) has launched six new asset allocation mutual funds, expanding access to diverse ...
wealthprofessional.ca
23 小时
CapIntel integrates digital proposals into FactSet Workstation for wealth advisors
CapIntel and FactSet have announced a strategic partnership to improve the wealth management experience by integrating ...
wealthprofessional.ca
1 天
Global X links with media star Jon Erlichman's new finance YouTube channel
The Canadian ETF provider is the exclusive investment fund sponsor of ‘The Ticker Take with Jon Erlichman’ channel which will ...
wealthprofessional.ca
1 天
UNHW clients in focus as Kaumeyer steps into new role at Nicola Wealth
Michael Kaumeyer brings two decades of industry experience to his new role. In 2015 he founded Grayhawk Wealth and as CEO he ...
wealthprofessional.ca
1 天
CI Financial partners with fintech for mutual client benefits
“This partnership allows us to provide our clients with an expanded range of financial solutions, tailored to their needs and ...
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