Robin Randall, an advisor with TriDelta Financial Partners in Creemore, Ont., knows that networking in a small town means becoming active in the community. “When you’re part of the community,” he says, “it’s a lot easier to let people know what you do than it would be by making cold calls to strangers.” Randall meets […]
While much of the financial services industry is geared toward retirement planning, some of its major players have no intention of packing it in
Sandra Genereux was an investor as a child
Sandra Genereux, an advisor with National Bank Financial Ltd. in Kelowna, B.C., is passionate about the importance of education.Genereux believes that if she educates her clients about the market, they will be better equipped to make sound decisions and less inclined to react emotionally to the inevitable ups and downs.“I explain the kind of invest-ments […]
Winnipeg’s Gary Golden shares with clients the lessons he learned as a member of rock band Harlequin
Gary Golden, an advisor with Credential Financial Securities Inc. in Winnipeg, uses three rules of thumb when helping clients manage their money. > Don’t let clients forget risk management. “You insure your car, your house and its contents,” he says. “Why aren’t you insuring your income with disability insurance? “People don’t take their demise into […]
Ian Cummings, an advisor with Investment Planning Counsel, has built a business model in which he outsources everything but his advice.“An advisor has the choice to either build an office or buy that expertise,” he says. Cummings chose the latter option.But, in order to make an outsourcing model work, technology is a must, he says: […]
Ian Cummings has outsourced his administrative functions so he can concentrate on doing what he does best
Derek Suddons is an Investors Group advisor by day and a Toronto Rock defenceman by night
Tom McCullough, CEO of Northwood Stephens Private Counsel Inc. in Toronto, says hard work, always doing the right thing and patience are a powerful combination for success. “Be someone people can always count on,” he says. “Do what you say you’ll do when you said you’d do it. And always tell the truth.” McCullough adds […]