Sentences with phrase «leading wealth management firms»
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Employee owned and passionately managed, Leith Wheeler Investment Counsel has earned a respected position among Canada's leading wealth management firms.
«With extensive experience leading wealth management firms in Canada, and her deep knowledge of the Ontario and Quebec markets in particular, we see a great fit in supporting our business in those regions.»
In 2012, Max joined RBC Dominion Securities, Canada's leading wealth management firm.
Melanie Langill, (B.Comm) is an Investment Advisor at RBC Dominion Securities, Canada's leading wealth management firm.
Not exact matches
• An investor group led by Stone Point Capital and KKR (NYSE: KKR) agreed to acquire a majority stake in Focus Financial Partners, a New York - based wealth management firm, for around $ 2 billion.
As an advisor with a traditional wealth management firm, Ahluwalia witnessed a burgeoning need, which led him to co-found National Social Security Partners, a national network of advisors that provide outsourced Social Security income - maximization planning to clients of CPAs, law firms and banks.
«Hybrid is where the future is going and everyone is converging into it,» says Kendra Thompson, global lead for wealth management at consultancy firm Accenture.
Ms. Jones brings significant experience to the firm with over 40 years in the Canadian investment industry, holding presidential and executive roles at numerous high - profile companies including GBC Asset Management, AGF Private Wealth Management, TAL Private Management, CIBC Trust Company, and First Interstate Bancorp — where she was Canada's first female to lead a Schedule II bank.
As a result, we see all the other wealth management firms following Merrill's lead.
The Summit will provide you with the opportunity to meet and network with over 150 of the leading specialty finance companies, private equity firms, hedge funds, wealth management firms, senior lenders and asset managers.
You will have a unique opportunity to network with around 200 of the leading specialty finance companies, BDCs, private equity firms, hedge funds, wealth management firms, senior lenders and asset managers who are active in this space.
ValueTrends Wealth Management is a leading investment analysis & portfolio management firm offering long - term asset management solutions for Management is a leading investment analysis & portfolio management firm offering long - term asset management solutions for management firm offering long - term asset management solutions for management solutions for investors.
Perhaps that was among the factors that led to the major news this past week that wealth management firm CI Financial Corporation announced that it is acquiring BBS Securities, parent to Canadian discount brokerage Virtual Brokers.
Before joining the investment newsletter business, Grant worked as a portfolio manager, lead research analyst and head trader for a billion - dollar wealth management firm for 10 years.
ETF experts Matt Hougan, CEO of ETF.com, a leading ETF research firm and Matthew Peron, head of Global Equity at giant wealth management firm, Northern Trust provide the answers you need to make the best investment decisions on this tenth season premiere.
That's why he has led the transition of our firm over the past few years from a limited service firm that focused mainly on portfolio management to a full - service firm that now offers the complete spectrum of wealth management and financial planning services, which our clients had been requesting for many years.
As manager of the Client Authentication Systems Engineering group, he leads the area responsible for the technology that secures applications used by the firm's institutional trading and retail wealth management clients.
Carmen Thériault, Q.C. leads the estates, trusts and wealth management team and is a member of the firm's national Partnership Committee and Global Supervisory Board.
Law firm Fladgate has advised Feri Rating and Research GmbH, a subsidiary of Feri Finance AG, Germany's leading independent research and wealth management company, on its recently announced agreement with Reuters, by which Reuters will acquire Feri Fund Market Information Ltd (FERI FMI), the European Fund Research Specialist and its fund database subsidiary, FI Datenservice -LSB-...]
Thomson Reuters today announced that Blackadders Solicitors, a leading Scottish law firm providing legal, commercial, property and wealth management advice to individual and business clients, has selected the FloSuite Legal Client Matter Inception module (CMI) to automate the management of new client and matter inception.
Dallas, TX About Blog True North Advisors is an independent, wealth management firm passionate about helping clients lead more fulfilled lives.True North Advisors is made up of skilled and caring individuals who are committed to an independent, client - centric approach to managing wealth.
Created and maintained an investment management program for this wealth management firm, while concurrently generating new business, developing and operating an entire investment management process, conducting all client service and presentations including leading the Investment Policy Committee and all quarterly investment meetings.
ValueTrends Wealth Management is a leading investment analysis & portfolio management firm offering long - term asset management solutions for Management is a leading investment analysis & portfolio management firm offering long - term asset management solutions for management firm offering long - term asset management solutions for management solutions for investors.
Dallas, TX About Blog True North Advisors is an independent, wealth management firm passionate about helping clients lead more fulfilled lives.True North Advisors is made up of skilled and caring individuals who are committed to an independent, client - centric approach to managing wealth.
The Summit will provide you with the opportunity to meet and network with over 150 of the leading specialty finance companies, private equity firms, hedge funds, wealth management firms, senior lenders and asset managers.
You will have the opportunity to network with the leading decision - makers from specialty finance companies, marketplace lenders, BDCs, SBICs, private equity firms, hedge funds, wealth management firms, senior lenders and asset managers.
At the upcoming summit, you will have the opportunity to meet and network with 200 + senior - level executives from leading: specialty finance companies, marketplace lenders, BDCs, SBICs, private equity firms, hedge funds, wealth management firms, senior lenders, asset managers, and venture capital firms.