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iA Private Wealth approved for dual registration

Approval came nine months after the firm filed its initial application

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iA Private Wealth approved for dual registration | Investment Executive

Approval came nine months after the firm filed its initial application

Kevin caoStephan bourbonnaisLouis deconinckJulie gallagherGillian kunzaRaymond james ltdAimstar capital groupAimstar capital group incIa clarington investments incInvestia financial servicesPrivate wealthToronto based designed wealth managementDesigned wealthClarington investmentsAimstar capital

Which firms are seeking dual registration with CIRO?

The process of becoming dually registered could span several years, CIRO warns

Louis deconinckSean etheringtonSam febbraroBrent allenRobert francesPeak financial groupInvestment planning counsel incInvestia financial servicesA financial groupCounsel portfolio servicesReport cardWealth managementFinancial groupPrivate wealthPlanning counselCounsel portfolio

Could AI be your personal advisory assistant?

Advisor-specific AI tools are still in the early stages, but experts believe that they will offer more guidance in areas from portfolio rebalancing to due diligence and investment research

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FundEX merges with Investia | Investment Executive

FundEX merges with Investia | Investment Executive
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