ETF strategist joins Raymond James family
Rob Mikalachki joined the firm as a small-cap investment analyst in 1999
Scott Tomenson joins firm as co-owner and managing partner
Purchase enables Cougar to make its ETF portfolios available to a wide network across Canada
Deal furthers Western Canada private client strategy
A.R. Schmeidler services high net-worth and institutional clients
Pembroke has maintained its focus by "doing a limited number of things well for a limited number of clients"
Kostas Andrikopoulos named managing director, Eastern Canada
Decision review scheduled for late August
"Less is more" strategy will energize your practice