Victor Godinho of Pangea Personal Financial Planning is part of the Wealth Professional Canada Young Guns 2016.
Five unusual ways for advisors to attract clients
Want to bring in new investors? We spoke to five advisors about some “outside the box” ideas
A millennial advisor on courting younger clients
Toronto-based financial advisor Victor Godinho talks to WP about his experiences working with the millennial demographic he's drawn from.
Bank uses app to teach millennials about money
Financial literacy continues to be an important discussion for industry professionals. That’s because Canadians aren’t very savvy when it comes to money. Here’s one app that’s trying to help break through disconnect.
CRM2 delay: advisors have their say
By now most are aware that IIAC has asked IIROC for a six-month extension on the final implementation of CRM2. Already more than two years in, does it really make sense to prolong the process until the end of 2016?
The Conference Board’s got good news for financial advisors
Several recent reports from the Conference Board of Canada regarding retirement planning suggest financial advisors have a big opportunity in front of them.
Digital wallets: should advisors care?
With the growing popularity of Apple Pay and other digital wallets, the temptation to tap, tap, tap, is overwhelming. Is it time to sit your clients down for ‘the talk,’ no matter how experienced they are?
Victor Godinho | Young Guns 2014
Financial Planner, Owner
VTAG Financial Group Inc.,
Young Guns 2014
WP identifies some of ‘the keeners’ in today’s wealth industry — specifically young Canadian advisors best positioned to lead tomorrow and, indeed, today
Fun in the sun: A checklist
What do advisors need to think about before taking time off this summer?