gistered Financial Planner (RFP) Derek Moran shares a tidbit about himself including who he'd like to share a glass of red wine if he could pick
anyone in the world.
Why financial advice?
Because we don't know what we don't know. I can always add value to a person's situation.
How would you sum up advisors in three words?
Can't be done. (far too large a range of skill sets and intentions
How would you change the industry?
No Idea. Not sure I would.
Best advice you’ve ever been given?
Invest in banks bonds and utilities.
What’s the most important thing an advisor can do to develop their business?
The best source of new business is the file on your desk right now - American business magnate,
What’s the biggest challenge facing the industry today?
Stanley Cup, Grey Cup, World Series, World Cup or other?
Habs, Stanley cup 2014
What’s your favourite drink?
If you could invite three people to dinner, dead or alive, and excluding family and friends, who would they be and why?
One of the Google founders, Benjamin Franklin and Leonardo Da Vinci. Can you imagine the discussion?
Five minutes with ... Kathy Waite of Eureka Investor Guidance
Five minutes with…Ken MacCoy, Ritepartner Financial Services