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Keyword: Client engagement

85 results found
Shauna George

After starting her career in Toronto, Newport Private Wealth portfolio manager Shauna George relocated to Kelowna, and hasn’t looked back

different direction

Now may be the time to reconsider your approach to marketing and client relationships

business woman esg

How you can provide value for clients in a changing world

  • By: Susan Silma
  • September 9, 2020 September 9, 2020
  • 20:16
Business partnership meeting. Picture businessmans handshake. Successful businessmen handshaking after good deal. Horizontal, blurred (Business partnership meeting. Picture businessmans handshake. Successful businessmen handshaking after good deal. Ho

The firm partnered with the University of Toronto's Behavioural Economics in Action at Rotman in 2018

  • By: IE Staff
  • September 2, 2020 September 2, 2020
  • 10:55
Shot of a group of young businesspeople using a laptop during a meeting in the boardroom of a modern office

Covid-19 has accelerated changes that were already underway, advisors said

usiness team in a meeting looking at a sheet of paper

A report from the Investments and Wealth Institute provides tips

woman sitting at laptop

How you can help clients be better prepared for the unexpected

advisor working from home

As financial planners become comfortable doing business virtually, there could be long-lasting benefits for the industry and Canadians

  • By: Cary List
  • June 12, 2020 June 12, 2020
  • 16:39
woman at laptop

Four positives that may come out of the pandemic

Babin Bessner Spry

Your team is crucial to building client trust during this pandemic and beyond