Calgary-based advisor prides himself in building deep client relationships
Brian Hein, president of Hein Financial Group Inc. in Calgary, believes client relationships are the key to success. “If you want to get rich, know everything there is about money,” he says. “If you want wealth beyond your wildest dreams, know everything about your clients.”He believes that in order to provide complete service to clients, […]
Michele Horne and Garey Aitken understand the money manager’s philosophy and intend to be consistent
Incoming president Michael Mezei was struck by the firm’s close-knit, collaborative culture
Now that the federal government has made life difficult for income trusts, Calgary-based firm looks to other products
Société Générale chooses Calgary as entry into Canadian market
At home, at the office and in sports, Calgary’s Patti Shannon knows the value of teamwork
Patti Shannon, a portfolio manager at McLean & Partners Wealth Management Ltd. in Calgary, believes putting clients at ease is the key to a successful client meeting.“A lot about investing — and any business — is how the client feels about the interaction,” Shannon says. “Most people remember only 3% of what you say, but […]
Look for firms that share your value system and that live by their word
Bringing virtual bank Ubiquity under its wing is a logical step in ramping up growth