@CroesusFin

Croesus offers #WealthManagement solutions for financial institutions. | Croesus offre des solutions de #GestiondePatrimoine pour les institutions financières.

 Montreal | Toronto
croesus.com
Joined October 2012
  • Tweets1.7K
  • Following113
  • Followers489
1.1KMedia
The Wealth Mosaic Talks To (TWMTT) Luc Larose, Vice President of Client Experience at @CroesusFin , to get his perspective on key attributes financial services firms should bear in mind when choosing a technology provider. Read online: thewealthmosaic.com/vendors/…
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Blog from @CroesusFin : Wealth management trends and directions Read online: thewealthmosaic.com/vendors/… #wealthmanagement #financiallandscape #WealthTech #TWMMembers
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CroesusFin retweeted
CETFA
@cetfassn3 Apr 2023
Replying to @A_Sinigagliese
@A_Sinigagliese: thanks for following @cetfassn. We value the connection and hope our tweets about #ETFs offer helpful insights for you and for @CroesusFin. Our website - cetfa.ca - may also offer useful #ETF resources.
Image of the CETFA website front page. The URL is: cetfa.ca.

ALT Image of the CETFA website front page. The URL is: cetfa.ca.

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CroesusFin retweeted
CIRANO@CIRANOMTL19 Jan 2023
The 2023 edition of the #Bourstad Challenge will take place from February 13 to April 14, 2023! The competition is held online and welcomes #secondary, #college, #university and #generalpublic participants each year More info and registration → bourstad.cirano.qc.ca/
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Certification SOC 2 pour @CroesusFin ow.ly/rzy250KLNVa #certification #SOC2 #protection_des_données
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Fundata Canada partners with @CroesusFin to present the annual #WealthManagement technology conference #FinnovationCroesus2022 in Toronto (September 16) and in Montreal (October 13). Register now: finnovation.croesus.com/ #WealthTech #FinTech #portfoliomanagement
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Fundata Canada s’associe à @CroesusFin pour présenter la Conférence annuelle des technologies en #GestionDePatrimoine #FinnovationCroesus2022 à Toronto (16 sept) et à Montréal (13 oct). Inscriptions : finnovation.croesus.com/fr #WealthTech #FinTech #financialsolutions
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.@CroesusFin's Matthieu Cardinal and Michael Blicker discuss recent developments in the portfolio rebalancing industry and how you can reap the benefits. Register here: hubs.ly/Q01kr_JP0
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Jonathan Gagnon nommé Vice-président de l’ingénierie logicielle de @CroesusFin ow.ly/nlG350K9QYF #nomination #haute_direction #gestion_de_patrimoine
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CroesusFin retweeted
Facilis@facilis_inc7 Dec 2018
5@7 Parcours d'entrepreneurs hier avec @CroesusFin très réussit! Encore une fois, l'@aqtech nous organise un évènement bien à la hauteur! 👍🏼 #inspiration #technologie
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Less than a week before our third edition in Toronto! #assistantsTOR #torontoboardoftrade #toronto #finance #event . . . @SG_Strategist @CSIGlobalEd @TCTranscontinen @MoodysAnalytics @KimThuyOfficiel @FundataInc @CroesusFin @IIACACCVM @IE_Canada @advisorca
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Replying to @CSIGlobalEd
@CSIGlobalEd @MoodysAnalytics @CroesusFin @Conf_adjoints for a second year - Marie Muldowney Managing Director Training and Certifications will be speaking at the annual Assistance Conference #CECredits her conference -Know your client -the Art and Science of Questioning. – at Montréal, Québec
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Countdown to #REmmy18! Congratulations to TEAM: @cbreCanada, @OxfordPropGrp, #Gillanders and #LiaisonConcept on your 2018 @CoreNetCanada REmmy Nomination in the Workplace 10,000 SF and UNDER category for @CroesusFin Toronto Branch Office. #CRE
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CroesusFin retweeted
CFFiM@CFFiM_FCMFi11 Oct 2018
In addition to @PictetWM, thank you to our 2018 @IIACACCVM Fin Tech Summit sponsors: @CroesusFin @vigilant_cs @DesjardinsGroup @TickSmith @Splunk @CFAMontreal @FundataInc @NationalBank @CIBC @IACanada @iAVmobilieres @laurentian_b @FinanceMontreal #SommetFinTechACCVM !
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We are proud to officially announce that our 2018 keynote speaker will be @KimThuyOfficiel! Discover her story here. bit.ly/2OdBjxX #KimThuy #Speaker #AssistantConference #Keynote
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Nous avons amassé 214 000 $, fracassant notre objectif financier! Merci à notre présentateur, @GDIServices et à notre collaborateur @Cominar et tous les partenaires, golfeurs, donateurs et bénévoles qui ont fait de cette 23e édition de l'Omnium, une réussite! #enfancesanscancer
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We are proud to announce that we will be back in #Toronto for the third consecutive year at the Toronto Board of Trade! @TorontoRBOT #finance #torontoevents #conference #wealthmanagement #financialassistant
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We're proud to officially announce that the Assistants Conference will expend to Vancouver this year! - Nous sommes fiers de vous annoncer que la Conférence des Adjoints prend de l'expansion jusqu'à @Vancouver ! #Finance #WealthManagement #vancouverbc
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CroesusFin retweeted
Ron Shevlin@rshevlin15 Aug 2018
Millennials Want Non-Financial Products From Banks and Credit Unions bit.ly/2OdLpPR Millennials want services like cell phone damage protection from banks, And from Amazon, of course.
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#throwback to our amazing 2017 edition with @thierrylindor! - Retour sur notre merveilleuse édition de 2017 avec @thierrylindor ! #finance #montreal #montrealconference #conference #speaker #wealthmanagement #gestiondepatrimoine #financialassistant
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