Financial AdvisoryIndustry News

WealthBar acquires Snap Projections

WealthBar furthers commitment to making quality financial advice available to all Canadians TORONTO–WealthBar Financial Services Inc., a leading Canadian wealth management platform and a subsidiary of CI Financial Corp. has acquired Snap Projections Inc.. Snap Projections offers intuitive financial planning software that helps wealth professionals build customized wealth and retirement …

EducationFinancial AdvisoryFinTech

Cégep de Sainte-Foy is preparing a new generation of financial services advisors

MONTRÉAL–Equisoft, a global provider of digital solutions for the insurance and wealth management industries, and Cégep de Sainte-Foy, one of the largest college-level educational institutions in Quebec, are pleased to announce a partnership that will create value for the financial services industry. The agreement formalizes Cégep de Sainte-Foy’s decision to …