Displaying 5 results
Covered call strategy aims to dampen volatility of crypto investing
Toronto-based Purpose Investments pushes the digital investing envelope by selling options on the cryptocurrency holdings of two new ETFs.
CI Financial notches 25th deal in 24 months
The Toronto-based mega buyer adds $7.5 billion Gofen and Glossberg, growing its U.S. RIA assets to $95 billion.
Adviser’s cross-border niche targets Canadians moving south, and vice versa
Cardinal Point Wealth Management targets Canadian snowbirds, but found a rich market of clients needing cross-border advice.
Focus Financial buys $1.2 billion Canadian wealth manager
The addition of Cardinal Point, which has offices in both the U.S. and Canada and serves clients with homes and families in both countries, gives Focus a unique foothold in cross-border financial planning.
Focus Financial continues expansion into Canada
Acquisition of Toronto-based Gavin Hockey Wealth Specialists gives Focus Financial another foothold in a market moving toward independence.
