Michelle Schriver
Many firms have announced that hybrid work spending some days at the office and some days at home will continue long term. But, as a new normal emerges post-pandemic, what hybrid work looks like now may not be what it looks like in a few months. That means firms may need to be flexible about being flexible.
Don’t expect Canada’s financial sector to make big, bold announcements detailing their hybrid work arrangements, said Jennifer Reynolds, CEO with Toronto Finance International, a public-private partnership between the country’s biggest financial institutions and government.
As industry firms consider hybrid work, “many are running or intending to run test pilots of different types of models,” Reynolds said. Pilots may vary depending on such things as job type or team. “It’s being approached with a lot of flexibility [and] creativity,” she said, allowing for the best approaches to evolve. “No one knows if they have the perfect model yet.�
Planning for hybrid work in wealth management | Investment Executive investmentexecutive.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investmentexecutive.com Daily Mail and Mail on Sunday newspapers.
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WINNIPEG, MB and TORONTO, May 5, 2021 /CNW/ - Wellington-Altus Private Wealth (Wellington-Altus) has been recognized with the prestigious Canada s Best Managed Companies designation for its overall business performance and sustained growth. The 2021 Best Managed program awards the best-in-class of Canadian-owned and -managed companies with revenues over $25 million, demonstrating leadership in the areas of strategy, capabilities and innovation, culture and commitment, and financials to achieve sustainable growth.
Wellington-Altus credits this recognition to its early investment in technology, intentionally selective recruitment strategy, focus on innovation, and equity ownership model. In its fourth year, having also recently surpassed $15 Billion in assets under administration, the firm continues to blaze ahead.
By Takara Small
May 5, 2021 Wellington-Altus Private Wealth developed new methods of engaging with clients to better suit their needs. (Courtesy of Wellington-Altus Private Wealth)
After working in finance for over a decade, Shaun Hauser became disillusioned with banks that seemed too focused on upselling products that their customers didn’t need. So, in 2017, the seasoned financial adviser co-launched Wellington-Altus Private Wealth (WAPW) with the vision of providing the best possible advice to clients while ditching traditional cumbersome processes like in-person meetings just to sign paperwork. “We knew that what was common practice at the time wasn’t working for most clients,” says Hauser. “So we changed it.”
Wellington-Altus Welcomes Paula Kaner as Executive Vice-President and Chief Risk Officer yahoo.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from yahoo.com Daily Mail and Mail on Sunday newspapers.