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...
Montréal, Québec, August 28, 2018 – As a result of Croesus’s sustained efforts since its foundation in 1987, 55% of assets under management in the Canadian wealth management industry are...
The term “blockchain” is popping up everywhere, and this is especially true if you are into trading cryptocurrencies such as Bitcoin. So, what is all the buzz about blockchain?...
Montréal, Québec, May 17, 2018 – Croesus today introduces Croesus Lab, an initiative that encourages technological innovation within the company. This initiative is in line with Croesus’ desire to push the...
In the past decade, the wealth management industry has shifted from a product-based, sales-focused environment to one centered on holistic advice and goal-focused service. A multitude of drivers are forcing...
Montréal, Québec, April 13, 2018 – For a third consecutive year, Croesus is named one of Canada’s best small and medium employers (SMEs) as part of the Canada’s Top Small...
Montréal, Québec, March 8, 2018 – Selected since 2014, Croesus is now one of the Gold Standard Winners in the 2018 ranking of Canada’s Best Managed Companies contest. This prestigious...
Montréal, Québec, February 12, 2018 – After a successful first season, the Croesus Fintour is proud to announce the launch of its second season. The Fintour will once again provide...
Montreal, Quebec, February 9, 2018 – Croesus is named among Canada’s Top Employers for Young People in a competition run by Mediacorp Canada Inc. The competition aims to highlight organizations...
Montréal, Québec, February 1, 2018 – For the second consecutive year, Croesus has been selected as one of Montreal's Top Employers for 2018 as part of Canada’s Top 100 Employers...
Montreal (Quebec), December 11, 2017—Croesus is proud of the success of the second edition of the Assistants Conference, an event designed exclusively for wealth management assistants. The event took place...