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Desjardins using CapIntel Correlate for client education, CFR help

Also, BDO releases AI for wealth management

New zealand generalNew zealandJames rockwoodDesjardins financial security investmentsCapintel correlateNew brunswickCanada lifeRishan lyeBig five

CapIntel Renews Partnership with IG Wealth Management

CapIntel Renews Partnership with IG Wealth Management
tmcnet.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from tmcnet.com Daily Mail and Mail on Sunday newspapers.

United statesDamon murchisonJames rockwoodCapintel renews partnershipFinancial incIntel renews partnershipNorth america

1 in 4 Canadian Investors Want Increased Personalization From Their Financial Advisor, Shows New Research From CapIntel

1 in 4 Canadian Investors Want Increased Personalization From Their Financial Advisor, Shows New Research From CapIntel
streetinsider.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from streetinsider.com Daily Mail and Mail on Sunday newspapers.

United kingdomUnited statesAngus reidAyoka lagudaJames rockwoodIntel investor engagement reportBusiness wireNorth americaBritish columbiaTalk shop media

1 in 4 Canadian Investors Want Increased Personalization From Their Financial Advisor, Shows New Research From CapIntel

1 in 4 Canadian Investors Want Increased Personalization From Their Financial Advisor, Shows New Research From CapIntel
eagletribune.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from eagletribune.com Daily Mail and Mail on Sunday newspapers.

United kingdomUnited statesAngus reidAyoka lagudaJames rockwoodIntel investor engagement reportBusiness wireNorth americaBritish columbiaTalk shop

Investor Joe Canavan quietly backed startup financial tech companies through downturn

An active venture capitalist and retired Bay Street veteran, Joe Canavan’s portfolio consists of more than two dozen startups, largely focused on technology businesses

United statesJames rockwoodInvesco trimarkJoe canavanChristopher katsarovMichael katchenKoho financial incInvestors groupMd private investment councilSalvation armyBorrowell incSynergy asset management incCanavan capitalLog increate freeBay streetFidelity investment

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