Marketing
Gluskin Sheff downgraded to low-status
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An update on Gluskin Sheff under new owners Onex.
Burgundy Asset Management downgraded to low-status
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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
Mike Katchen started it
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Is Mike Katchen as affable as everyone says?
The secret to raising money
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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
What Wealthsimple can learn from Kevin O'Leary
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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
RBC disses TD - Comparative advertising is coming
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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?
What Wealthsimple acquiring SimpleTax means and why tax preparers are the urologists of the financial world
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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"