WPCA Top 50 Advisor: Luke Kratz

WPCA Top 50 Advisor: Luke Kratz

WPCA Top 50 Advisor: Luke Kratz Luke Kratz
Name: Luke Kratz

Question: What are your top tips for gaining, and retaining, clients?
Answer: Establish a belief system based on your strongest convictions and then consistently communicate what you believe and what you stand for, letting the chips fall where they may. Many advisors fall into the trap of attempting to be all things to all people. It is much better to be all things to a set number of people – those who share your principals and value what you do for them.
 
Current: 
  • Portfolio Manager Investment Advisor at CIBC World Markets
  • Previous:
    • Vice President- Investments/Senior Financial Consultant, Washington Mutual (1998-2007)
    • Vice President-Wells Fargo, (1994-1998)
    Years of Experience:
    Over 16 of experience in the finance industry.
    ACHIEVEMENTS/RECOGNITIONS:
    AFFILIATIONS:
    • Sponsor, Castaway Wanderers
    • Terros Rugby International Society
    EDUCATION:
    • Bachelor Degree in Business Management-Commerce, University of San Diego (1989-1992)
    • Catholic Central High
    Birthday                            
    Current Town

    British Columbia

    Hometown  
    Family Married,  2 Sons
    Interests  
    Other Information  

    Weal Professional Canada Top 50 Advisor 2014

    To read the full feature, click on the following link Wealth Professional Canada Top 50 Advisor for 2014