'I didn’t think I’d still be in this business'
Portfolio manager on grafting in his 20s, providing value and the challenges of fee compression
Michael Lee-Chin, Chairman and CEO, Portland Holdings
Michael Lee-Chin of Portland Holdings is part of this year's Wealth Professional Canada's Host List.
Wealth Professional Awards winners revealed
WP announces the winners from the fourth annual Wealth Professional Awards in Toronto last night
Advisor explains three-tier approach to marketing
Direct approach rather than email blast pays off for up-and-coming wealth manager
Michael Prittie, Portfolio manager, senior financial advisor, Mandeville Private Client
Michael Prittie of Mandeville Private Client is part of Wealth Professional Canada' Outstanding Portfolio Managers 2018
Sean A. Moir, Portfolio manager, Mandeville Private Client
Sean A. Moir of Mandeville Private Client is part of Wealth Professional Canada' Outstanding Portfolio Managers 2018
How advisors can help create a great client experience
Wealth manager on why passion and process can give you an edge
Jeff Letchford, Investment advisor, Mandeville Private Client
Jeff Letchford of Mandeville Private Client is part of the Wealth Professional Canada Young Guns 2018
Finalists announced for 4th annual Wealth Professional Awards
Industry's best in class will be celebrated during glittering ceremony on May 31 at Toronto's Liberty Grand
Do you know the wealth creation formula?
Company follows CEO Michael Lee-Chin's lead and says it gives clients access to approach usually reserved for the uber wealthy