Some are rolling out financial literacy initiatives, turning to younger advisors and social media to best communicate their message – and get critical buy-in from a new generation of clients
It’s sometimes easier for clients to have more intimate discussions affecting finances such as personal health care challenges and marriage dynamics with women
Advisor’s Edge, announced the winners of its
Les conseillers à l’honneur! award program on Thursday in a virtual ceremony.
The program highlights Quebec financial advisors who have made exceptional contributions to their profession.
Louis Khalil, portfolio manager with National Bank Financial, received the Emeritus Advisor award, which is given to an advisor whose achievements have contributed to the development of the advisory profession. The
Conseiller jury based its decision on his leadership, innovation and expertise.
Jean-Philippe Vézina, financial planner and tax specialist with the team of Jean-Maurice Vézina, IG Private Wealth Management, received the award for Advisor Under 40. The jury praised his commitment to the industry and to professional development.