Title: VP and Investment Advisor, CIBC Wood Gundy
It was 12 years ago when Steve Barban received a referral from an accountant. The prospective clients were uber-wealthy, well-known Canadian icons. They weren’t happy with their current advisor, and wanted to recoup some of the $38 million they’d lost when the tech bubble burst. And they wanted to invest exclusively in stocks.
City Financial has appointed Lalit Aggarwal to its board of directors.
The type of business you run says a lot about who you are as an advisor. This is something we carefully considered when starting our firm. So to develop a business model, ask these questions.
The difference between mediocrity and success can be a positive attitude.
Make your next business trip more pleasant and productive with Breather, an office space service started by Montreal native Julien Smith.
What unbundling could mean for the future of advice
Every week, we look at the ABCs of cash flow management.
Amazon will pay an employee who wants to quit up to $5,000 to leave.
You’re always there for your clients. They expect you to be available, and you’re used to it.