Bank denies wrongdoing
Peter Pomponio has built an impressive book by working with accountants
Peter Pomponio, vice president of Assante Capital Management Ltd. in Montreal, has built his business through referral relationships with chartered accountants. His biggest challenge in getting referrals from accountants is to provide assurance that the accountant will retain control of the client relationship.“When an accountant identifies a problem, you have to be there with a […]
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Advisors are no longer placing a greater emphasis on the financial support they receive when moving firms
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Awareness of the risks can help inform decisions about obtaining CI