Marketing

Gluskin Sheff downgraded to low-status
Members Public

An update on Gluskin Sheff under new owners Onex.

HNW shops

Burgundy Asset Management downgraded to low-status
Members Public

What's the most important thing in life? Give yourself full marks if you said "status". This is why I was so alarmed when I recently came across statistics about average account sizes at Burgundy Asset Management, a firm I previously associated with blue-blood, properly wealthy Canadians. Like the billionaire Jackman

HNW shops

Mike Katchen started it
Members Public

Is Mike Katchen as affable as everyone says?

Fintech

The secret to raising money
Members Public

Man is the most vicious of all animals, and life is a series of battles ending in victory or defeat.-Donald Trump, politician, author and thinker “The older I get, the more I realize how many kinds of smart there are. There are a lot of kinds of smart. There

Marketing

What Wealthsimple can learn from Kevin O'Leary
Members Public

The essence of success is that it is never necessary to think of a new idea. It is far better to wait until somebody else does it and then to copy him in every detail except his mistakes. -Some authorLet me state upfront that Kevin O’Leary is anathema to

Fintech

RBC disses TD - Comparative advertising is coming
Members Public

I saw this ad some months ago by Royal Bank (RBC) that I found quite novel: the bank directly attacked one of its competitors. Although this wasn’t done by name, the target is obviously a bank that likes the colour green, ie TD Bank. Is this a new trend?

Marketing

What Wealthsimple acquiring SimpleTax means and why tax preparers are the urologists of the financial world
Members Public

Last month, Wealthsimple acquired SimpleTax, an online DIY tax filing service out of BC.  SimpleTax has about ten employees and this is a small acquisition for a firm that just raised some $130 million earlier this year. SimpleTax is known for awesome, user-friendly interface and a "pay what you want"

Fintech