Swedroe goes on to describe how CIBC Wood Gundy acquired Merrill Lynch Canada's retail brokerage business in 2001, as well as
TAL Global Asset Management, a firm that managed billions in active funds.
She is a past director of Magna Vista Investment Management, PJ Doherty Associates, Canso Investment Counsel IRC, Cypress Capital Management, TAL Private Management,
TAL Global Asset Management, Jones Brown Insurance, and the Canadian Investment Counseling Association.