Randy Treiber, a certified financial planner and branch manager with Sterling Mutuals Inc. in Lethbridge, Alta., says his office’s art gallery has helped define the branch in the community.“The involvement with the artists has given us a profile,” he says. “It’s a great place for artists to display their work, and we get a phenomenal […]
Advisor Randy Treiber and his team exhibit the works of local artists in their offices. Their gallery encourages visits from clients
After successful careers as a banker and a cosmetics entrepreneur, Linda Booth is now helping clients reach their goals
Sam Chinniah, senior vice president with T.E. Financial Consultants Ltd. in Toronto, serves ultra-high net-worth clients. He has built an impressive roster of 150 wealthy client families by building strong, trusting relationships.Chinniah says his straight-shooter approach to total wealth management has four components: 1. Make honesty your priority. “If people can’t take you at your […]
Sam Chinniah gains the trust of wealthy clients through unadorned honesty
If Shaun Humphries, a senior advi-sor with Assante Capital Management Ltd. in Winnipeg, were starting in the financial services industry today, he’d do a few things differently — considering the current business environment. The first thing he’d do is try to latch onto a larger practice. “You should try to find an advisor who could […]
Shaun Humphries says triathlon preparation and financial planning share many similarities, including a need for long-term focus
Paul Habert, an independent mortgage broker who works closely with Dundee Mortgage Services, spent many years in a marketing role at that firm’s sister company, and offers some pointers when it comes to communicating with clients.Above all, it is crucial to stay in touch with clients during times of market turmoil, he says. An excellent […]
T.E. Wealth advisor Valerie Pippy, who divides her time between offices in St. John’s and Toronto, describes her firm’s philosophy as a “disciplined approach” when it comes to clients’ portfolios. The approach involves developing an investment policy statement, which takes into account the client’s investment objectives and the appropriate asset mix. The strategy is designed […]