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In Loving Memory of Sheila Mae Seme

Newly independent portfolio management firm selects the Advisor Solutions by Purpose platform to offer an exemplary experience to clientsTORONTO, July 12, 2023 (GLOBE NEWSWIRE) -- Advisor Solutions by Purpose (“ASP”), a leading technology platform and practice management provider, today announced that Verecan Capital Management Inc. (“Verecan”), a newly formed portfolio management firm, has chosen ASP to provide the technology, operational and strategic support to facilitate Verecan’s vision for

Lee “Sue” Smith, April 23, 2023

Fiona Collie Canada’s wealth management fintech space, like a gangling teenager, has undergone a noticeable change in recent years. Since the launch of robo-advisors in Canada more than five years ago, the fintech space has grown as companies have found their niches — either in the B2B or B2C market — and hired employees with skills and knowledge of the investment industry. “I think the bench strength of these companies has improved,” said Rob Baldassare, senior advisor, fintech, with MaRS Discovery District in Toronto. He said fintechs have benefited from both organic growth and hi...