Canada’s Financial Industry Newspaper | Investment Executive
WEBVersaFi CEO wants to make finance sector more inclusive. Investment Executive has the latest news and analysis on investment products, industry news and securities regulation for financial advisors.
IA acquires HollisWealth from Scotiabank - Investment Executive
WEBDec 5, 2016 · HollisWealth will add $34 billion in AUA, 800 licensed advisors and 400,000 active clients to IA’s growing wealth-management operations. Quebec City-based Industrial Alliance Insurance and Financial Services Inc. (IA) is acquiring Toronto-based wealth-management firm HollisWealth Inc. from Bank of Nova Scotia, the …
Aviso Wealth merger closes - Investment Executive
WEBApr 3, 2018 · CU CUMIS Wealth Holdings LP and Desjardins Group on Tuesday announced the closing of the merger of the businesses of Credential Financial Inc., Qtrade Canada Inc. and NEI Investments to create Aviso Wealth Inc. Aviso Wealth has more than $55 billion in assets under administration and management, making it one of Canada’s largest independent ...
Dispelling the myths of borrowing to invest | Investment Executive
WEBOct 23, 2012 · Nojoud Al Mallees, Canadian Press. In part one of this two-part series, Talbot Stevens, author of Dispelling the myths of borrowing to invest, discusses the pros and cons of this controversial strategy. Stevens identifies seven main risks of leveraging and outlines the various elements of creating a successful borrowing strategy for clients.
New direction for Richardson Wealth | Investment Executive
WEBJan 25, 2021 · As of Dec. 31, 2020, Richardson Wealth reported $30.3 billion in assets, up marginally from $29.3 billion at the end of 2016. The lack of clear direction also resulted in rival firms luring away advisors from Richardson Wealth. At the end of 2020, Richardson Wealth reported 162 advisory teams, down from 199 four years prior.
Crypto and real estate provide portfolio hedges
WEBJan 24, 2022 · 10% to the CC&L Private Capital Real Estate Portfolio, a portfolio diversified by sector and tenant type that aims for a sustainable income stream and attractive long-term growth. 10% to the CC&L Private Loan Portfolio, which aims to provide yields that are more stable and attractive than those from bonds, as well as improved diversification.
Court orders Emerge Capital Management to repay employees …
WEBAug 13, 2024 · The Erie County Supreme Court has ordered Lisa Lake Langley and her Buffalo, N.Y.–based company, Emerge Capital Management Inc., to pay judgments totalling more than US$280,000 to three former Emerge Canada Inc. employees who lent nearly US$200,000 to the U.S. firm and haven’t been repaid.. According to the judgments, which were entered on Aug. 5, Langley and Emerge Capital Management are ...
A private equity approach to public markets - Investment Executive
WEBDec 13, 2021 · Photo by Adam Blasberg. At a time when investors are leaping into private markets, one Canadian small-cap fund is seeing big returns by taking a private equity approach to public markets. That’s how David Barr, CEO of Vancouver-based PenderFund Capital Management Ltd., manages the $323-million Pender Small Cap Opportunities Fund.
CI acquires majority stake in Aligned Capital
WEBBy: Rudy Mezzetta. August 5, 2020. 09:33. Toronto-based CI Financial Corp. is acquiring a majority interest in Aligned Capital Partners Inc., a Burlington, Ont.-based full-service advisory firm with $10 billion in assets and over 200 financial advisors across Canada. “Aligned Capital, with its rapid growth, is an excellent partner for CI as ...
News for Canadian Financial Advisors - Investment Executive
WEB3 days ago · Canada’s inflation rate hits 2% target. It's the lowest level of inflation in more than three years, data show. By: Nojoud Al Mallees, Canadian Press. September 17, 2024. 09:57. Breaking industry and regulatory news for IIROC, MFDA and life insurance-licensed financial advisors, portfolio managers and financial planners.
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