Planning and Advice

Put your client relationships into high gear

Your clients live life in the fast-paced worlds of business and finance, so treat a lucky few to the rubber-melting speed of a Formula One race.

By Jessica Bruno |March 4, 2016

6 min read

Planning and Advice

How to turn down a wealthy prospect

The advisor Amy Dietz-Graham is an investment advisor at BMO Nesbitt Burns in Toronto. She has worked there since 2007. She’s IIROC-registered, insurance- and options-licensed, and also has her CIM. The challenge Declining a wealthy prospect. How she got started At age 11, Dietz-Graham started sitting in on meetings between her dad and his advisor. […]

By Katie Keir |March 4, 2016

4 min read

Planning and Advice

Client confidential: David and Marijane Smith

David and Marijane Smith Occupations entrepreneur (David); realtor, Newport Realty (Marijane) City Victoria, B.C. Age 57 (David); 61 (Marijane) I’ve been investing for: 15 years for David, 20 for Marijane Retirement details: David’s in his first year of retirement. Marijane has no firm plans to retire. Investable assets: $500,000 to $750,000 How long we’ve had […]

March 4, 2016

3 min read