ScotiaMcLeod Inc.’s Michael Mountford has built his business based on his convictions. He offers these tips on how to develop a roster of clients who share your investment philosophy:
> Avoid complex products that you don’t understand.
> Ask your clients tough questions and ensure their financial houses are in order.
> Don’t stay silent when markets are volatile. Use the opportunity to contact and reassure clients. — LAURA BOBAK
Glen Rattray has guided clients through many bear markets and crises since joining the investment industry in 1985
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