CI Financial now owns 100% of Vancouver-born robo-visor WealthBar Financial Services. The Toronto-based global asset and wealth management company announced today it has increased its ownership of WealthBar to 100% by acquiring the remaining 25% minority interest. CI first acquired a majority stake in WealthBar in January of 2019. The transaction will eventually allow for […]
WealthBar
BC Tech Association Announces Finalists for 2020 Technology Impact Awards
The BC Tech Association took to Zoom today to announce the finalists for the 2020 Technology Impact Awards (TIAs). BC Tech President and CEO Jill Tipping joined co-host Riaz Meghji online to announce the finalists live amid the COVID-19 pandemic. This year the theme of the B.C.’s largest and longest-running tech awards program is “Purpose,” […]
WealthBar Partners With Assante Wealth Management to Launch Investment Platform
Vancouver’s WealthBar has partnered with Assante Wealth Management to launch Assante Connect, a new online investing platform specifically designed for clients of Assante financial advisors. Pairing online investing with wealth management advice is a new segment in Canadian financial services. The new partnership illustrates how CI Financial, the parent company of Assante and WealthBar, is […]
BrainStation Hosts Fintech Panel On Democratization Through Digitization
Monthly panel discussions are back at BrainStation Vancouver on Wednesday, September 18th with one titled FinTech | Democratization Through Digitization. Vancouver is a hotbed in the fintech sector across a wide diversity of sub-verticals including blockchain, capital markets, insurance, payments, and finance. This month’s event includes panelists from Beanworks, Finn AI, Glance Technologies, and WealthBar […]