Citywire Canada

Covering Canadian financial advisors and helping them make better investments

Editor: @AshleyMLowe

[Citywire Canada @CitywireCanada]

Citywire Canada has officially launched with our white paper Rising Tide! This project takes a deep dive into the evolution of Canada's wealth management space, and the factors pushing advisors to go their own way.

Read more: https://t.co/1Z225vp60e

[Citywire Canada @CitywireCanada]

Brent Joyce is taking on a new role at BMO Private Wealth.
https://t.co/wjDf72Fc0M

[Citywire Canada @CitywireCanada]

.@FSRA_News has named @OfficialFPCan and @Advocis as its first credentialing bodies for title protection -- but not everyone agrees. Read on for the latest on the debate over designations ⬇
https://t.co/WvsOPeZcMV

[Citywire Canada @CitywireCanada]

Following two years of rapid-fire RIA acquisitions, up to 20% of CI's US wealth management business is up for grabs.
🖊@IanWenik via @CitywireRIA
https://t.co/B4tZM4bsWJ

[Citywire Canada @CitywireCanada]

RBC makes UK wealth push with $2.6bn acquisition of Brewin Dolphin.
https://t.co/ChAHiM84b2

[Citywire Canada @CitywireCanada]

CI Financial is signing one of its biggest deals yet, acquiring the majority of Morgan Stanley's legacy RIA business Eaton Vance.
🖊@IanWenik from @CitywireRIA
https://t.co/2fWIYibHnx

[Citywire Canada @CitywireCanada]

.@MackenzieInvest CEO Barry McInerney is opening up about the reasoning behind his retirement, and why he believes IGM Financial CFO Luke Gould is the best person to take his place.
https://t.co/l53UOCWgly

[Sun Life Global Inv. @SLGI_Canada]

Oricia Smith, President of SLGI Asset Management Inc. and Senior-Vice President, Investment Solutions, @SunLifeCA speaks with @CitywireCanada and shares her best advice for women in wealth, and reveals the legacy she hopes to leave behind. https://t.co/RUyuuvQUrd

[Citywire Pro Buyer @CitywireProBuy]

We’re just about to officially kick off our Citywire Professional Buyer NYC retreat, and @Garlandgoeswest and @Will_Menchaca share what they’re looking forward to at the event!

#CitywirePB

[Citywire Canada @CitywireCanada]

Shortly after Barbara's husband died, she switched financial advisors. Where did he go wrong?
#IWD2022 #BreakTheBias
https://t.co/12r0ED0tJm

[Citywire Canada @CitywireCanada]

Aligned Capital president Chris Enright said he isn't afraid to 'challenge the status quo.' Read on to see how he expects the industry to evolve. https://t.co/zRLh8SKiE1

[Citywire Canada @CitywireCanada]

A week after launching a new multi-crypto ETF, CI Financial is taking a minority stake in a Canadian crypto asset trading platform. https://t.co/KDX4ErAYK1

[Citywire Canada @CitywireCanada]

In our first Secret CEO column, the head of a multi-billion dollar fund company says banks should be banned from selling proprietary products, calling Canada's securities industry 'severely conflicted.'
https://t.co/9DdRQdhizQ

[Citywire Canada @CitywireCanada]

.@HFWealth is bringing former Canaccord wealth head Paul Marion on board to build out a new tax and wealth planning division. https://t.co/UWrr91yzmk

[Amelia Holland @Garlandgoeswest]

Interesting piece on @CitywireCanada by @ashleymlowe on BoC's rate decision. Check it out!

[Martin Pelletier @MPelletierCIO]

My thoughts on yesterday’s BoC rate decision via @ashleymlowe and @Citywire https://t.co/h34FcmUWaQ

[Citywire Canada @CitywireCanada]

PFP? CHS? EPC? What do those acronyms really mean? Here's a handy guide to decoding the alphabet soup of advisor designations.
https://t.co/SYabJZrjuc

[Citywire Canada @CitywireCanada]

BREAKING: CI Financial buys $2.2bn Toronto-based multi-family office Northwood Family Office in its first Canadian takeover deal since April 2021 https://t.co/lPDwGpu56Y

[Citywire Canada @CitywireCanada]

Winnipeg-based fintech @ConquestPlanInc is plotting its overseas expansion🌎
https://t.co/QVYNDsXaZZ

[Citywire Canada @CitywireCanada]

Sun Life's restrictive contracts have one advisor feeling like a 'caged animal.' We examine what's discouraging him, and other Sun Life advisors, from breaking away. https://t.co/uCVr4CEROr

[Citywire Canada @CitywireCanada]

.@ASCUpdates chair Stan Magidson opens up about the process of creating a new organization to replace @IIROCinfo and @MFDA_News https://t.co/i8hbDlJcRv