財務顧問公司拓展
deVere Canada 於多倫多金融區開業
全球性金融顧問公司 deVere Group,在獲得安大略省金融服務監管局的監管批准後,於多倫多金融區推出 deVere Canada。此舉標誌著公司在該國首個持牌業務,是其更廣泛國際擴展策略的一環。
deVere Canada 的全新辦事處,瞄準需要精密多轄區顧問服務的國際流動專業人士、企業家、外派人士,以及與全球接軌的家庭。此業務旨在應對同時於多個國家持有資產、退休金、投資及財務責任日益複雜的挑戰。憑藉其橫跨歐洲、中東、亞洲、非洲及美洲的現有網絡,deVere 旗下管理資產已超過 140 億美元,其多倫多業務初期將專注於保險及保障規劃,同時支援更廣泛的國際財富架構需求。公司已公開計劃於 2026 年底至 2027 年,進一步拓展至加拿大各地。
英文原文
The global financial advisory firm deVere Group has launched deVere Canada in Toronto’s financial district after receiving regulatory approval from the Financial Services Regulatory Authority of Ontario. This move marks the company's first licensed operation in the country as part of a broader international expansion strategy.
deVere Canada's new office targets internationally mobile professionals, entrepreneurs, expatriates, and globally connected families who require sophisticated multi-jurisdiction advice. The business seeks to address the growing complexity of holding assets, pensions, investments, and financial obligations across several countries simultaneously. With over $14 billion dollars under advisement through its existing network spanning Europe, the Middle East, Asia, Africa, and the Americas, deVere’s Toronto operation will initially concentrate on insurance and protection planning while supporting broader international wealth structuring needs. The company has made public plans to expand further across Canada through late 2026 and into 2027.
- 來源
- Trend Hunter
- 發布
- 2026-06-13
- 品類
- Books
- 出處
- devere-investment