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Wealth Professional | 28 Jan 2015, 10:06 AM Agree 0
Everyone seems to be courting the big hitters missing out on the comfortable client.
  • Kathy Waite Your Net Worth Manager | 28 Jan 2015, 11:38 AM Agree 0
    I have always believed this is true and made a career for 27 years out of the middle band. Since 2011 we have worked for a flat fee regardless of size of portfolio so large accounts save and small/ medium size get help they cant get anywhere else. In SK we have a lot of crown corporation workers , often with DB pensions $50k to $70k year so they never really saved but brought cottages, rental properties, no debt.
    Now they cant get any "advice" or planning from fee or commission based advisors because they have $200k and want to keep some in cash. Kathy @yournetworthmanager fee only advice only SK
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