Tim Morton, first vice president with CIBC Wood Gundy in Toronto, has 30 high and ultra-high net-worth clients.
He keeps in regular contact with each of his clients — a must with the high net-worth crowd.
Morton does a full review with each client in person once every quarter. He telephones every couple of weeks. And he sends an e-mail on a weekly basis.
”It’s a very close relationship when you get down to this number of clients,” he says.
— RUDY MEZZETTA
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