On November 6th, 2018 we partnered with Finance Montréal and NEI Investments to launch the french version of the 2018 Canadian RI Trends Report. We were joined by nearly 100 RIA and FSI members and peers at Espace CDPQ in Montréal. Remarks were delivered by RIA board members Milla Craig, founder and president of Millani, Roger Beauchemin, CEO of Addenda Capital, RIA CEO Dustyn Lanz and Maryna Koretska, Vice President of Sales at NEI Investments.
