From wholesaling to advising, he's picked up the best practices to serve his clients
Head of Calgary-based trust company says despite recent volatility, safe storage for digital assets remains critical
CEO says merger will ultimately be judged from client perspective
The panel included 12 prominent leaders and experts in the Canadian planning and investment industry
Industry association calls for adjustments to guidance in CFRs and IIROC KYC guidelines to reflect joint report's findings
His extensive experience and knowledge will be invaluable in his new position
Annie Sinigagliese joins Quebec-based wealthtech firm with over 20 years of experience under her belt
Industry association urges provincial regulator to carve out exemptions to avoid 'unnecessary duplication, confusion, and cost'
Stakeholders say regulators' proposal to ease requirements for small issuers seeking financing could have unintended consequences
Todd Evans, of the IIAC, looks back at how the Bank of Canada stabilized the short-term credit market after the March, 2020 crash and where this leaves investors
