Global insurance group acquires Canadian investment firm
To bolster its wealth management offering in the country
Canada
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Canadian watchdog probes RBC deal to buy HSBC operation
Review is assessing whether acquisition will result in a substantial lessening or prevention of competition
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Financial planning firm completes acquisition of The Fry Group
‘We want to become the global platform for British people’, CEO tells IA exclusively
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Global insurance group buys Canadian wealth manager
Deal is expected to be completed by the end of 2023
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Mercer sells off Canadian wealth arm to Canaccord Genuity
Business has just over $1.1bn in client assets
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HSBC sells off Canadian arm for $10bn
Acquirer believes the deal will bolster its global banking and wealth management offerings
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Global advice company unveils Canada operation
To bolster its offering for the British expat community
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Zedra receives financial backing from Canadian investment firm
But majority investor will remain biggest shareholder
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UK refuses to uprate expat pensions in Canada
Move deemed ‘disappointing’ and a ‘staggering betrayal’ by activists
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Australia and Canada demand end to UK ‘frozen’ pensions
Regime is leaving thousands of retired British expats under serious financial strain
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Canada to tax foreign non-resident property owners
As a way to clamp down on individuals using the country as a ‘place to passively store their wealth’
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US in the news: Envestnet hires co-CIO
A round-up of people moves and M&A deals across North America