After starting her career in Toronto, Newport Private Wealth portfolio manager Shauna George relocated to Kelowna, and hasn’t looked back
Now may be the time to reconsider your approach to marketing and client relationships
How you can provide value for clients in a changing world
The firm partnered with the University of Toronto's Behavioural Economics in Action at Rotman in 2018
Covid-19 has accelerated changes that were already underway, advisors said
A report from the Investments and Wealth Institute provides tips
How you can help clients be better prepared for the unexpected
As financial planners become comfortable doing business virtually, there could be long-lasting benefits for the industry and Canadians
Four positives that may come out of the pandemic
Your team is crucial to building client trust during this pandemic and beyond