Croesus and Conquest Planning conclude a strategic partnership agreement
The deal will allow investment advisors to build state-of-the-art financial plans tailored to clients needs....
Jun
9
News
May
6
Keeping up with the ESG trend
Environmental, social, and governance issues, or ESG, have become a popular theme in the investment world....
May
5
Croesus, a Platinum Club member of Canada’s Best Managed Companies
Montréal, Québec, May 5, 2021 - Croesus, a leading portfolio management solutions company, has been selected as a Platinum Club member of Canada's Best Managed Companies for the first time....
May
4
Croesus, among the 100 best WealthTechs in the world for a 2nd consecutive year
Montréal, Québec, May 4, 2021 - Croesus earned a spot among the 100 Most Innovative WealthTechs in the World in the annual Wealthtech100 competition organized by Fintech Global. For more...
Apr
6
Croesus named one of Canada’s Top Small & Medium Employers
Montréal, Québec, April 6, 2021 – Croesus is named one of Canada’s best small and medium employers (SMEs) as part of the Canada’s Top Small & Medium Employers competition organized...
Apr
1
Focus on readability to foster communication
Whether presented in digital or paper format, reports are an integral part of the daily lives of financial services professionals. In this article, we suggest three ways to improve the...
Mar
18
The success of your practice is a team effort!
To attract and retain clients, advisors must offer a unique and memorable client experience. To do this, they must be surrounded by a competent and mobilized team....
Feb
9
Croesus among Montréal’s Top Employers
Montréal, Québec, February 9, 2021 – For a fifth consecutive year, Croesus was listed among Montréal’s Top Employers in regards of the Canada’s Top 100 Employers competition organized by Mediacorp...
Jan
15
Croesus and Arbre-Évolution united for a greener future
Montréal, Quebec, January 15, 2021 – Croesus is proud to announce that 1,250 plants have been planted as part of its partnership with the Arbre-Évolution cooperative. Launched in July 2020, the...
Dec
11
Seize the data with expert advice
Data can be a precious tool for advisors to manage their client needs and plot their business trajectory. With analytics tools more readily available, it would be foolish not to...
Nov
30
Croesus announces the appointment of Mr. Matthieu Cardinal as Vice-president, Business Development and Strategic Partnerships
Montréal, Quebec, November 30, 2020 – Croesus president Mr. Sylvain Simpson is pleased to announce the appointment of Mr. Matthieu Cardinal as Vice-president, Business Development and Strategic Partnerships. Mr. Cardinal...
Nov
9
Listening builds trust
Interview techniques can help investment professionals grasp client needs and fears in order to offer tailored service that is both efficient and proactive. ...
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