Industry

RBC enters U.S. advisor service market

Royal Bank of Canada has struck a deal to acquire the third party registered investment advisor servicing business of J.P. Morgan. “Growing and enhancing RBC Advisor Services is a strategic priority for our firm, and this acquisition represents an important step in our quest to become the finest investment advisory and wealth management firm in […]

By Staff |September 29, 2009

1 min read

Wellington West buys Brownstone

Wellington West Holdings has reached an agreement to purchase Brownstone Investment Planning Inc. a privately-held, Winnipeg-based financial planning firm. “We were truly impressed at the calibre of people and expertise at Brownstone,” says Wade Lawrence, president with Wellington West Financial Services Inc. “Acquiring Brownstone will strengthen Wellington West’s overall financial planning offering, providing us further […]

By Steven Lamb |September 29, 2009

2 min read

Briefly:

Change is coming to Canaccord. On Dec. 1, Canaccord Capital will officially become Canaccord Financial Inc. and its ticker symbols change from “CCI” to “CF” on the TSX. Canaccord Capital Corporation will also change its name to Canaccord Financial Ltd. and Canaccord Financial Services Ltd. will change its name to Canaccord Insurance Services Ltd. “Becoming […]

By Staff |September 29, 2009

4 min read

Mawer’s Cooper-Key relinquishes management duties

Star fund manager, Gerald Cooper-Key, is giving up his day-to-day activities as the co-manager of the Mawer World Investment Fund effective March 31, 2010. Cooper-Key, the 2007 Morningstar fund manager of the year, is not leaving Mawer. The decision reflects his desire to “change his focus at this stage of his career.” Cooper-Key will continue […]

By Mark Noble |September 29, 2009

2 min read