Winning Strategies returns with all new real-life strategies that inspire success. Advisors discuss the challenges of running a practice, and what strategies work best for them. This special video series is moderated by Dan Richards of clientisights.ca.
December 10, 2013Kathy McMillan, director, wealth management, investment advisor, Richardson GMP Limited, in Calgary, explains how to connect with the children of your HNW clients. McMillan gives tips on appealing to the next generation, including working with younger advisors, connecting to what matters for the next generation and seminars for younger clients. She spoke to Dan Richards, president, Client Insights, at Sheraton on the Falls in Niagara Falls.
Bryan Baker, first vice president at CIBC Wood Gundy, tells how a group of advisors started the CIBC "Children's Miracle", which has raised approximately 219 million dollars for children's charities since its inception. Baker explains how charitable work builds networking opportunities and gives pragmatic tips on how to get involved with charitable foundations in your community. He spoke to Dan Richards, president, Client Insights, at the TMX Broadcast Centre in Toronto.
Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
The cease-trade order on all 11 ETFs from Emerge Canada Inc. represented the first time such an order had been placed on a family of…
Investment Executive's brand-new survey of independent insurance advisors unveils their challenges plus key industry trends
