Richard Champion will play a key role in managing assets in the firm’s onshore discretionary client portfolios and work closely with the CIO
CIBC named “best derivatives house” in Canada
The changes are the result of an annual review
Investors approve new name, investment objective
By ensuring an e-app is sent to an MGA’s back-office provider directly, it will help MGAs’ staff and advisors alike
Deal with Qtrade will also allow Sun Life clients to access Qtrade’s online brokerage platform to execute their own trades
Acknowledging the milestones in your clients’ lives – even with a simple phone call – keeps them engaged
But the firm’s individual insurance sales and group retirement savings rose healthily year-over-year
By matching activities to particular types of clients, you can build stronger relationships