Graphics are a tried and true way to communicate
Leaving a client with a strong last impression can be more powerful than a strong first impression
It may seem like a small thing but using your card to connect can be very helpful
Your printed calling card is still an indispensable tool
A frank conversation about death can bring peace of mind
Reaching clients through their smartphones
All it takes is a positive attitude and a few mnemonic tricks
After manning the reins for 14 years, Larry Waite, the first CEO of the Mutual Fund Dealers Association of Canada (MFDA), officially retired last month. His longtime deputy, Mark Gordon, has taken over as CEO. Previously, Gordon had served as the MFDA’s executive vice president. (bjolly@investmentexecutive.com). © 2012 Investment Executive. All rights reserved.
Toronto-based Watt Carmichael Private Counsel Inc. announced late last month that it has hired Sean O’Hara as its vice president and chief investment officer. O’Hara is Canada’s first investment professional to earn the accredited investment fiduciary analyst designation, awarded by the Pennsylvania-based Center for Fiduciary Studies. O’Hara comes to Watt with 25 years of investment […]
Karen Sheriff, president and CEO of Halifax-based Bell Aliant Inc., has been appointed to the board of directors of the Canada Pension Plan Investment Board (CPPIB). Federal Finance Minister Jim Flaherty announced the appointment in early October. The federal government selects directors of the CPPIB from a list of candidates submitted by a joint federal/provincial […]