Lev Zentner, vice president and investment advisor, National Bank Financial in Winnipeg, and a finalist for the Investment Industry Association of Canada’s Top Under 40 Award, discusses three key ways his team helps clients with Dan Richards, CEO of Client Insights.
Powell has signalled he could stay on Fed board after term as chair ends May 15
Seasoned ETF exec will help asset manager build "an entire footprint" in the country
Plus, another BMO alum joins software firm, new faces at Manulife and Optimize Wealth, and more
New leadership position brings better accountability for back-office workflows
Paper calls for guardrails against negative side effects of digital innovation
U.S. subsidiary of CI Financial seeks to plug "gap" in Canadian ultra-high-net-worth market
The Fed left its benchmark interest rate unchanged for 3rd straight meeting on Wednesday