Leave it to Canada, where asset managers are permitted to offer investors direct exposure to cryptocurrencies, to find a way to take the volatility sting out of crypto investing. Toronto-based Purpose Investments, which manages $14 billion worth of Canadian dollars ...

The momentum continues for CI Financial as the Toronto-based aggregator notches another major acquisition in the U.S. wealth management space. Just a week after acquiring $4.1 billion Detroit-based R.H. Bluestein & Co., CI is adding $7.5 billion Chicago-based Gofen and ...

Jeff Sheldon launched his advisory firm, Cardinal Point Wealth Management, 12 years ago after witnessing the tax and estate planning challenges facing Canadian retirees who live part of the year in the United States. “I was seeing firms that I ...

Focus Financial Partners is acquiring a $1.2 billion Canadian wealth management business that operates in both the U.S. and Canada. The acquisition of Cardinal Point Management and Cardinal Point Wealth Management will represent Focus’ 78th acquisitions, adding to its more ...

Wealth management aggregator Focus Financial Partners is set to make its fourth acquisition of a Canadian advisory shop as partner firm Connectus Wealth Advisers adds Toronto-based Gavin Hockey Wealth Specialists. The deal is unique in that it subtly fires a ...