Consumer BankingFinancial AdvisoryIndustry Trends

BMO Annual TFSA Study: Canadian Investors Show Changes in Financial Behavior and Build Momentum With Contributions in 2019

> More than half of Canadians (58 per cent) said they contributed what they had expected to their TFSA this year, while 11 per cent said it was more and 23 per cent said it was less than their anticipated plan > Average annual contribution is up 10 per cent …

Financial AdvisoryFinancial Results

KPMG announces strong FY19 global revenue growth

Global revenues increase by 6.2% to reach record of US$29.75bn as multi-year collective strategy implementation continues at pace LONDON, England–KPMG has record revenues of $29.75 billion for the fiscal year ending 30 September 2019 (FY19), representing a 6.2% increase in local currency terms on FY18. Revenue growth driven by solid …

AppointmentsFinancial AdvisoryInvestment Solutions

CIBC Mellon names Ash Tahbazian Chief Relationship, Revenue Officer

Leading relationship management and relationship development TORONTO, ON–CIBC Mellon has appointed Ash Tahbazian to the newly-created role of Chief Relationship and Revenue Officer. Effective today, he assumes overall responsibility for the company’s relationship management and relationship development functions. He also joins CIBC Mellon’s leadership team. Tahbazian has more than 25 …

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 …