Tag: advisor
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Magnet shares independent advisor report recommending $1.8 billion acquisition as some shareholders push to halt deal
One of Magnet’s largest investors says $1.8 billion price tag “simply too low.” As the battle to stop Magnet Forensics’ $1.8 billion CAD sale…
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Conquest Planning raises $24 million to expand AI financial advisor solution to US, UK markets
Conquest is backed by Fidelity, RBC, and Portage. Winnipeg-based startup Conquest Planning, which uses artificial intelligence (AI) to provide wealth management solutions, has raised…
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Super Advisor secures $2 million to give financial advisors independence
Rhino Ventures-backed Super Advisor wants to help financial advisors strike out on their own. Toronto-based Super Advisor has closed $2 million CAD in seed…
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Former Alberta innovation minister Doug Schweitzer joins Deloitte as senior advisor
Tanya Fir was sworn in as Alberta’s new innovation minister in recent weeks. Doug Schweitzer, former minister of jobs, economy, and innovation of Alberta,…