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Renée Alexander

Fustey rebrands Elysium, aims for expansion

When Alan Fustey headed up a team to buy Elysium Wealth Management Inc. last month, he didn’t want there to be any confusion about its operations so the first order of business was changing the name. Gone was the Winnipeg-based portfolio management firm’s moniker of 20 years, replaced by Index Wealth Management Inc. “It brands […]

By Renée Alexander |July 19, 2010

3 min read

Weinberg back on acquisition trail

After a seven-year hiatus from the acquisition trail, Marty Weinberg is back with a vengeance. The former CEO of Assante Corp. has finalized a deal to acquire Brockhouse Cooper, an investment consulting and securities trading firm based in Montreal. The company, which has operations in 50 countries and advises on more than $300 billion in […]

By Renée Alexander |April 29, 2010

3 min read

Wellington West sells small stake to National Bank

After searching for months, Wellington West Capital has found the backing it needs to pursue its aggressive growth strategy. The Winnipeg-based full-service brokerage has signed a deal to sell 12.5% of the firm to National Bank Financial Group for $35.8 million ($54.40 per share). Charlie Spiring, CEO and founder of Wellington West, says with the […]

By Renée Alexander |September 22, 2008

3 min read