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iA Private Wealth approved for dual registration

Approval came nine months after the firm filed its initial application

Canada
Quebec
Canadian
Stephan-bourbonnais
Louis-deconinck
Gillian-kunza
Kevin-cao
Katie-keir
Julie-gallagher
Aimstar-capital-group
A-financial-group
Aimstar-capital-group-inc

iA Private Wealth approved for dual registration | Investment Executive

Approval came nine months after the firm filed its initial application

Canada
Quebec
Canadian
Kevin-cao
Stephan-bourbonnais
Louis-deconinck
Julie-gallagher
Gillian-kunza
Raymond-james-ltd
Aimstar-capital-group
Aimstar-capital-group-inc
Ia-clarington-investments-inc

Which firms are seeking dual registration with CIRO?

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

Canada
Louis-deconinck
Sean-etherington
Sam-febbraro
Brent-allen
Robert-frances
Peak-financial-group
Investment-planning-counsel-inc
Investia-financial-services
A-financial-group
Counsel-portfolio-services
Report-card

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

United-states
Toronto
Ontario
Canada
New-york
San-francisco
California
Canadian
America
Frank-attaie
Richard-white
Chris-mar

FundEX merges with Investia | Investment Executive

FundEX merges with Investia | Investment Executive
investmentexecutive.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investmentexecutive.com Daily Mail and Mail on Sunday newspapers.

Canada
Louis-deconinck
Investment-executive
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