Industry

Briefly:

TCU Wealth Management has selected Qtrade Financial Group as its new dealer for investments and mutual funds, as well as online brokerage services. “Our partnership with Qtrade will provide clients access to a more diverse portfolio of investment solutions including mutual fund dealer services, online brokerage, full service brokerage and discretionary money management,” said Celeste […]

By Staff |March 12, 2010

3 min read

The family office evolved

Technology, complexity and personalization are three common themes of modern life. With the advent of the multi-family office and virtual-family office, wealthy families can benefit from these trends. The multi-family office (MFO) or virtual-family office (VFO) offers personalized asset management that mitigates against complexity and uses the latest technologies—without incurring the expense of a traditional […]

By Mariellen Ward |March 12, 2010

8 min read

Briefly:

Manulife Financial has named Paul Lorentz as senior vice-president, investment products and president, Manulife Investments. Lorentz joined Manulife in 1993, and most recently led Manulife’s distribution organization. “This is a new senior executive position in our Canadian business that reflects our view that our wealth management business holds tremendous potential,” said Roy Firth, executive vice-president, […]

By Staff |March 11, 2010

2 min read

Advice for the disabled wins praise

As business students from George Brown College found out, sometimes financial advisors can learn a thing or two from their clients. George Brown’s SIFE team (Students In Free Enterprise) won the 2010 HSBC SIFE Financial Education Challenge Regional Championships and will now move on to the national competition in Calgary on May 11th. The competition […]

By John Powell |March 11, 2010

2 min read