Bolstering information security
Information security is a key issue for any company and can quickly become a matter of life or death for your operations. As an investment advisor, it is your duty...
Apr
18
News
Apr
12
Croesus, named one of Canada’s Top Small & Medium Employers
Montréal, Québec, April 12, 2019 – For a fourth consecutive year, Croesus is listed among Canada’s top small and medium employers (SMEs). This honor solidifies the fintech’s position as part...
Mar
28
A Lunch and Learn Series For Financial Services
Croesus is launching a Lunch and Learn series where participants will learn about the latest trends impacting financial services and what they mean for the industry and their business. This...
Mar
18
Optimizing your practice using data
The eternal question persists… How do you become more profitable? Meet Jessica, a seasoned advisor with a well-known investment management firm who wants to take her practice to the next...
Mar
7
Croesus, ranked once again as one of Canada’s Best Managed Companies
Montréal, Québec, March 7, 2019 - Croesus, a FinTech specialized in wealth management solutions is a Gold Standard Winner in the ranking of Canada’s Best Managed Companies for a second...
Feb
20
Deliver projects with confidence in 2019
The pace of change in the financial services industry is fast and accelerating. We want to deliver new tools to improve efficiency and offer new products to stay competitive....
Feb
14
François Aird joins Croesus’s board of directors
Montréal, Québec, February 14, 2019– Croesus, a leading FinTech specialized in wealth management solutions in Canada announced the appointment of François Aird to the board of directors, which is spearheaded...
Feb
11
The Croesus Fintour, back in Montréal for 2019
Montréal, Québec, February 11, 2019 – Following another successful season, the Croesus Fintour is back for a third consecutive year in the greater Montréal area. True to its mission, the Fintour...
Feb
5
Gemini’s 2018 Annual Fundraising Event, a resounding success for Laval families
Montréal (Québec), February 5, 2019 – The Gemini Foundation’s 25th anniversary was celebrated on November 28, 2018 during a fundraising evening at the Le Mirage Golf Club. The successful event...
Jan
31
Croesus Among Montréal’s Top Employers For 2019
Montréal, Québec, January 31, 2019 – Croesus, a FinTech offering wealth management solutions has been recognized as one of Montréal’s Top Employers for a third consecutive year as part of...
Dec
10
A third edition, delivering beyond expectations
Montréal, December 10, 2018 – The third edition of the Assistants Conference, organized by Croesus, was once again a resounding success. Over 200 assistants attended this event designed exclusively for...
Nov
20
Croesus is certified as “Remarkable Employer—Ethnocultural Diversity”
Montréal, Québec, November 20, 2018— For a third consecutive time, Croesus is certified as “Remarkable Employer—Ethnocultural Diversity”. This certification recognizes the excellence and effectiveness of workplace integration practices, as well...
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