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Company: ScotiaMcLeod Inc.

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Other moves include an established advisor group moving to BMO Nesbitt Burns from CG Wealth

Wooden blocks with percentage sign and arrow up, financial growth, interest rate increase, inflation concept

Some advisors are looking at GICs, short-term bonds, alternatives and mortgage products for clients

Scotia veteran had held position on interim basis since May

Rob Djurfeldt is no longer with the firm

After a rough showing in 2017, BMO Nesbitt Burns and ScotiaMcLeod faced very different assessments from their advisors this year

Advisors from other banks show interest in jumping ship

2014 Brokerage Report Card: ScotiaMcLeod rewarded for improved technology

Alex Besharat of ScotiaMcLeod discusses new technology rollouts that led to the firm gaining a full point in three tech-related categories

Becoming the new head of ScotiaMcLeod is the culmination of a lifelong journey for Alex Besharat

Examine cash flow and encourage RRSP contributions

  • By: Brent Jolly
  • September 3, 2013 October 31, 2019
  • 10:40

Advisors need to remind home-owning clients to diversify their investment portfolios