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Move to IIROC earns advisor greater share of wallet

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Winning Strategies 2012

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Move to IIROC earns advisor greater share of wallet

Bob Fleischacker, a partner with Stonehaven Financial Group Inc. in Unionville, Ont., discusses why his firm switched from the MFDA platform to IIROC. He describes the challenges his team faced and the benefits of making the move. He spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre.

  • By: Dan Richards, Bob Fleischacker
  • January 10, 2012 October 30, 2019
  • 07:00
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