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David Juvet, president and owner of Ontario East Insurance Agency Ltd., discusses his decision to sell the managing general agency to Rod Berry, vice president at Ontario East, along with several minority shareholders. He also discusses consolidation in the agency industry. He spoke at Ontario East's offices in Toronto.
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Juvet sells Ontario East to VP Berry, by Gavin Adamson.
Duration: 3 min 04
Duration: 3 min 55
Ken Rousselle, president and CEO of Professional Investment Services (Canada) Inc., discusses the firm’s efforts to process client documents electronically, and barriers to the digitization of the mutual fund and insurance industries. He spoke at the TSX broadcast centre in Toronto. For more...
Duration: 4 min 04
Jeff Dumanski, president and chief marketing officer of PFSL Canada Ltd., discusses the firm’s historically strong performance in the Dealers’ Report Card, advisor compensation at PFSL and the branch structure within the organization. He spoke at the TSX broadcast centre in Toronto. For...
Duration: 6 min 45
Tessa Wilmott, editor-in-chief of Investment Executive and Pablo Fuchs, a senior editor, discuss the overall results of the 2008 Dealers’ Report Card, the drop in scores at Dundee Wealth Management, the effect of the credit crisis on the industry and the change in advisors’ practices...
Duration: 2 min 41
Keith Costello, president and CEO of the Canadian Institute of Financial Planners, describes the institute's top three challenges looking ahead. He spoke at the CIFPs conference, held at the Hilton in Walt Disney World Resort in Orlando, Florida.
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Duration: 3 min 06
David Foot, owner of Toronto-based Footwork Consulting Inc. and author of Boom, Bust & Echo: Profiting from the Demographic Shift in the 21st Century, discusses what demographics say about how boomers will invest heading toward their retirement years. He spoke at the Canadian Institute of...
Duration: 3 min 18
Benjamin Tal, senior economist, CIBC World Markets, discusses the outlook for infrastructure spending by the Canadian government, investment in the sector by pension funds, and the investment opportunity for clients hiding their assets in cash. He spoke at the Canadian Institute of Financial...
Duration: 7 min 27
Roger Martin, Dean of the Rotman School of Business at the University of Toronto, discusses the relationship between creativity and success, the approach by which some business people attack challenges, and the example of Isadore Sharp, the founder of Four Seasons Hotels Ltd. He spoke at the...
Duration: 3 min 05
Bill Hill, vice president of advisor channel sales at RBC Asset Management, discusses market opportunities, the outlook for U.S. large-cap stocks and client portfolio weighting. He spoke at the Canadian Institute of Financial Planners Conference, held at the Hilton in Walt Disney World Resort,...
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