Cecilia Tsang of Rogers Group Financial says it takes more than designations and certifications to succeed.
When Sherri Hoover puts together a presentation for a group of co-ed entrepreneurs or an all-women “wine and wealth” gathering, the advice is the same: get started, get a plan.
A year into her job at Rogers Group Financial, Cecilia Tsang wrote a test that would have a profound impact on her career. But it wasn’t tied to any designations or certifications. The result would help her gain entry to the group’s articling program, a lengthy mentorship opportunity.
Clients witnessed risk in action in 2008, but have these lessons lingered?
Clients witnessed risk in action in 2008, but have these lessons lingered? Risk is a layered concept. Although individual investors—even high net worth clients—acknowledge their balance sheets, do they truly recognize the forces behind them or even their own risk thresholds?
Clients witnessed risk in action in 2008, but have these lessons lingered? Risk is a layered concept. Although individual investors—even high net worth clients—acknowledge their balance sheets, do they truly recognize the forces behind them or even their own risk thresholds?
For over ten years now, the Financial Advisors Brokerage (FAB) Group has looked outward for support services like IT or advertising, and even for some practices—like tax and legal services—more closely tied to their core business.
For over ten years now, the Financial Advisors Brokerage (FAB) Group has looked outward for support services like IT or advertising, and even for some practices—like tax and legal services—more closely tied to their core business.
This Advisor.ca Special Report is sponsored by: Last year, economists at Morgan Stanley debated adding another member to the top tier of emerging markets: with Indonesia expecting solid economic growth in 2011, the country should be included among the ranks of key markets, with BRIC countries Brazil, Russia, India and China, they argued. That debate […]
When Penny Deming opened her own financial management practice in 2006, she wanted to create a supportive place for female advisors. In doing so, her Vancouver-based firm also created an equally accommodating port for a niche market: female clients. “Women have a tendency to not know where to go,” she says. And they are looking […]