Home Wealth Management Felicitations to the highest 5-Star Advisors in Quebec

Felicitations to the highest 5-Star Advisors in Quebec

Felicitations to the highest 5-Star Advisors in Quebec


However as the WP 2023 5-Star Advisors of Quebec can readily verify, Canada’s largest province additionally presents a set of challenges and alternatives a world aside from what advisors in different jurisdictions may need to navigate.

“To develop a successful technique in Quebec, corporations actually need to know the differentiated tradition and the individuality of this province,” says Gene Kim of Summit Non-public Wealth at Mandeville Non-public Consumer, who’s amongst WPC’s featured 2023 5-Star Advisors from Quebec.

As distinctive as their circumstances are, purchasers in Quebec are nonetheless like different buyers in some ways. One chorus that rings loud and clear: the essential function of belief within the enterprise of wealth administration and monetary stewardship.

“Belief and confidence are actually conditions to sustaining any long-term relationship,” says Kim. “It is one thing you need to repeatedly earn all through the years together with your purchasers.”

“I believe that purchasers give extra significance to communication and trustworthiness over product data and efficiency,” agrees François-Julien Duffaud, funding advisor and private monetary planner at Manulife Securities. “Consumer service can be key.”



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