Latest representative sanctioned for participating in Wealthsimple Advisor onboarding process.
Gave Wealthsimple Advisor Services access to extensive client information in a bid to switch firms.
Firm also accessed another firm’s back office using would-be rep’s login credentials.
Promutuel Insurance is investing in Portage Ventures’ third venture capital fund.
The new offering gives Canadian investors access to global Shariah-compliant companies.
Most high net-worth Canadians are “way overweight” in Canadian products when they should be more diversified internation
Fintech Wealthsimple is part of the Power Corporation of Canada group, parent company of Great-West Lifeco and IGM Finan