Firm provides customized investment solutions to HNW clients
Industry's finest excelled in steering clients' portfolios through economic storms
WP celebrates 42 up-and-coming professionals who are changing the face of Canada's wealth space
Wealth Professional recognises the most outstanding up-and-comers in the Canadian wealth space
Customers share case studies on using Appway’s Client Onboarding for Wealth Solution
His extensive experience and knowledge will be invaluable in his new position
With the CSA year-end deadline looming, a few holdouts are still waiting to see what the regulators will do
CI's 'no-compromise' model is attracting top US firms even as it's deepening its inroads in Canada
Jan Sampson joins as the firm seeks to accelerate its digital transformation agenda and growth initiatives
Proud CEO Jos Schmitt reflects on his career so far after receiving lifetime achievement honour at the 2021 WP Awards
