Worldsource Wealth Management to bring Conquest Planning’s intuitive financial planning platform to advisors
December 14, 2021 11:00 ET
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Worldsource Wealth Management Inc.
MARKHAM, Ontario, Dec. 14, 2021 (GLOBE NEWSWIRE) -- Worldsource Wealth Management Inc. (Worldsource), a subsidiary of Guardian Capital Group Limited (Guardian), announced today that it has reached...
Guardian Capital Agrees to Acquire Majority Interest in Leading Canadian Digital Advisor
January 30, 2020 09:58 ET
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Guardian Capital Group Limited
TORONTO, Jan. 30, 2020 (GLOBE NEWSWIRE) -- Guardian Capital Group Limited (“Guardian”) (TSX:GCG) (TSX:GCG.A) today announced that its wholly-owned subsidiary, Guardian Innovations Inc., has agreed...
Customplan Financial Advisors selects ModernAdvisor to offer online investment services
June 06, 2017 09:00 ET
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ModernAdvisor
VANCOUVER, BC--(Marketwired - June 06, 2017) - ModernAdvisor, a leading Canadian online investment management service, is pleased to announce that it has entered into a partnership agreement with...
ModernAdvisor Launches Custom Portfolios
December 08, 2016 12:30 ET
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ModernAdvisor
VANCOUVER, BC--(Marketwired - December 08, 2016) - Today ModernAdvisor is pleased to announce the launch of its newest service, Custom Portfolios. Custom Portfolios enables investors to personalize...
ModernAdvisor Invites Canadians to Try Online Investing With $1,000
February 19, 2016 13:55 ET
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ModernAdvisor
VANCOUVER, BRITISH COLUMBIA--(Marketwired - Feb. 19, 2016) - Online investment manager ModernAdvisor today announced the launch of "Springboard," a test-drive program that enables...
ModernAdvisor Launches Canada's First Online Financial Advisor to Offer Responsible Investment Portfolios
January 27, 2016 09:00 ET
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ModernAdvisor
VANCOUVER, BRITISH COLUMBIA--(Marketwired - Jan. 27, 2016) - ModernAdvisor today announced the launch of Canada's first online financial advisor to offer responsible investment...
ModernAdvisor Raises $2.2M to Disrupt Investment Management in Canada
September 23, 2015 18:42 ET
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ModernAdvisor
VANCOUVER, BC--(Marketwired - September 23, 2015) - ModernAdvisor, a technology-driven investment advisor based out of Vancouver, announced that it has closed a $2.2M financing round, led by notable...