Bob Sewell, president and CEO of Bellwether Investment Management, based in Oakville, Ont., explains five steps to ensure a successful partnership with your clients. He describes specific tactics to keep on the same page with your clients. Sewell spoke with Dan Richards, president, Client Insights, at the TMX Broadcast Centre in Toronto.
This event is now available for complimentary viewing across Canada via our Virtual Conference
Long gone are the days when mutual funds and ETFs were two solitudes. Having both products has proven to be a winning strategy
The projections for mutual fund returns in the next several years are modest at best
The CSA is focused on introducing greater investor-protection rules while planning to eliminate some of the unnecessary rules and requirements mutual funds face
The hearing involved two clients over age 90 sold DSC funds with seven-year redemption schedules
Rob Djurfeldt is no longer with the firm
The organization beefed up its authority in five provinces and three territories
The Canadian dollar is also down