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...
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...
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...
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...
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...
Montréal, October 29, 2018 – Croesus is participating in the sixth edition of the FinTech Forum at the Palais des congrès de Montréal on October 30 and 31, 2018. This...
Montréal, Québec, October 22, 2018 - Croesus, Canada’s leading wealth management solutions provider announced the appointment of Michael Black as Account Executive in charge of developing and growing its market...
For the past decade, the wealth management industry has discussed shifting from a product-based, sales-focused wealth management environment to one centered on holistic advice and goal-focused service....
Montréal, Québec, September 11, 2018 —Through its Lab initiative, Croesus is proud to announce the launch of a project in partnership with the CRIM and the École de technologie supérieure...
Montréal, Québec, September 10, 2018 – Croesus has embarked on a partnership with Polyfinances, an exclusive training program that is part of Polytechnique Montréal. In addition to providing financial support to...
Montréal, Québec, September 5, 2018 – For the third year running, the Assistants Conference will take place in Montréal and Toronto and for the very first time, in Vancouver. Designed...
Digitalization, digital advice, digital investment, digital wealth management, and hybrid advice are all current terms widely used in the wealth management industry. Are they just buzzwords or can digital advice...