Company: Sterling Mutuals Inc.

13 results found

stock

NEO offers MFDA reps real-time ETF data

The offering follows a pilot program with IG Wealth and Sterling Mutuals

Horn

Sterling Mutuals adds ETFs to product shelf

As ETF assets in the MFDA channel continue to grow, more firms are hopping on board

Advisors

Sterling Mutuals to use new digital wealth management platform

The new platform from Pascal Financial will feature investment algorithms powered by artificial intelligence

digital

Sterling Mutuals unveils portfolio rebalancing service

The service automatically rebalances a portfolio holding mutual funds from multiple companies

  • By: IE Staff
  • February 2, 2018 October 17, 2019
  • 14:30

Newsmaker: Taking an independent approach

After 25 years with an insurance giant, Michael Stanley now oversees day-to-day operations at Sterling Mutuals

Mandeville,

Sterling Mutuals is first dealer to partner with Invesco Canada’s advisorDuo

The new robo-advisor platform is available exclusively to advisors and their clients and gives mutual fund-licensed advisors access to ETFs

Street

Sterling Mutuals names Michael Stanley as new president

The former CEO of Quadrus steps into the role while Nelson Cheng remains as CEO

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MFDA sanctions Sterling Mutuals

The settlement is as a result of allegations that Sterling failed to investigate a client complaint and supervise a couple of reps properly

Sterling Mutuals acquires Armstrong & Quaile

The purchase represents continued expansion as it adds $1.3 billion in AUA to Sterling Mutuals

Sterling Mutuals to acquire Family Investment Planning

Deal broadens fund dealer’s network of financial advisors to more than 215 associates

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