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Laurentian Bank sells retail brokerage operation with $2-billion in client assets to iA Financial Group - Vimarsana News

Laurentian Bank sells retail brokerage operation with $2-billion in client assets to iA Financial Group

Published: April 5, 2024

The deal is expected to close this summer and falls in line with the vision of Laurentian’s new chief executive officer who is looking to improve the bank’s performance by simplifying the business

Source: theglobeandmail.com
Related Topics:
Pierre PicardStephan BourbonnaisMichael MuellerRania LlewellynKelsey GundersonA Financial GroupLaurentian Bank Securities IncLaurentian BankLog Increate FreeFinancial GroupPrivate WealthLaurentian Bank SecuritiesÉric Provost
Laurentian sells retail brokerage to iA Financial | Investment Executive - Vimarsana News

Laurentian sells retail brokerage to iA Financial | Investment Executive

Published: April 5, 2024

Deal includes 16,000 accounts, $2 billion in assets, 30 advisors

Source: investmentexecutive.com
Related Topics:
Brian DoyleKelsey GundersonStephan BourbonnaisLaurentian Bank Securities IncPrivate WealthLaurentian Bank Securities
Laurentian sells retail brokerage to iA Financial - Vimarsana News

Laurentian sells retail brokerage to iA Financial

Published: April 4, 2024

Deal includes 16,000 accounts, $2 billion in assets, 30 advisors

Source: advisor.ca
Related Topics:
James LangtonStephan BourbonnaisBrian DoyleKelsey GundersonLaurentian Bank Securities IncLaurentian BankA Financial GroupA Private Wealth IncFinancial GroupPrivate WealthLaurentian Bank Securities
iA Private Wealth approved for dual registration - Vimarsana News

iA Private Wealth approved for dual registration

Published: October 26, 2023

Approval came nine months after the firm filed its initial application

Source: advisor.ca
Related Topics:
Stephan BourbonnaisLouis DeconinckGillian KunzaKevin CaoKatie KeirJulie GallagherAimstar Capital GroupA Financial GroupAimstar Capital Group IncIa Clarington Investments IncInvestia Financial ServicesRaymond James LtdPrivate WealthFinancial GroupToronto Based Designed Wealth ManagementDesigned WealthClarington InvestmentsAimstar CapitalBest New JournalistCanadian Business Media
iA Private Wealth approved for dual registration | Investment Executive - Vimarsana News

iA Private Wealth approved for dual registration | Investment Executive

Published: October 26, 2023

Approval came nine months after the firm filed its initial application

Source: investmentexecutive.com
Related Topics:
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