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Years in the industry:
As the owner of Vancouver-based JR Financial, Jay Gangnes realizes better than most that clients expect more from their financial advisor these days. When Gangnes started his business, insurance was his primary focus, but it has since morphed into a full-service, holistic model, offering services like corporate tax and estate planning for the high-net-worth segment. It’s a timely transition, given the overall shift that’s happening in wealth management.
“I feel we are at the starting point of a major transition to the fee-for-service model, similar to those offered in the UK and Australia,” Gangnes says. “It will be extremely important to add significant value above and beyond a simple higher return or cheaper price.”
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