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
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Glen Rattray has guided clients through many bear markets and crises since joining the investment industry in 1985
Segmenting your clients by revenue rather than assets can provide valuable insights
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If proposals pass, CRA can impose harsh new penalties and compel taxpayer testimony under oath
Majority underweighted energy and materials, overweighted consumer stocks over 17-year study
All fund categories reported strong inflows, except for cryptoasset ETFs