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The Evolution of Investment Advice in Canada: The Next-Generation Advisor
Inspired by a recent white paper on the next-generation advisor, today we’re exploring the evolution of investment advice in Canada.
For me, the expansion beyond stock picking and into a deeper advisory role goes back over 20 years. The evolution of exchange-traded funds has helped us build wonderful portfolios with passive investment vehicles, giving us the time to deliver a better client experience by offering additional services such as tax and retirement planning, cash flow management and beyond.
The new generation advisor is here to meet the changing demands of investors, and I’m excited…
The skinny
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