Install Macromedia Flash Player 9 for free to see this video.
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.
For more, see:
Juvet sells Ontario East to VP Berry, by Gavin Adamson.
Duration: 3 min 04
Duration: 3 min 04
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...
Duration: 5 min 03
Dan Richards, president of Strategic Imperatives Ltd., discusses several strategies to increase the likelihood of referrals from clients through the holiday season. He spoke at the TSX Broadcast Centre in Toronto.
Duration: 3 min 45
Dan Richards, president of Strategic Imperatives Ltd., describes communication and practice strategy for advisors as they prospect for new clients. He spoke at the TSX Broadcast Centre in Toronto.
Duration: 5 min 38
Irshaad Ahmad, president and managing director of Russell Investments Canada Ltd., discusses recent research that the firm conducted about Canadians' retirement needs, the income-replacement ratio, and investing in equities during retirement. He spoke at the TSX Broadcast Centre in Toronto....
Duration: 3 min 31
The Brawl on Bay Street III went down at the Arcadian Court in Toronto on Nov. 6, 2008. The charity event pits Bay Street professionals against each other in the boxing ring to raise money for the Believe to Achieve Youth Success Outreach Program for at-risk children in the Greater Toronto Area....
Duration: 3 min 51
Bart MacDougall, chairman and a portfolio manager at Montreal-based MacDougall, MacDougall MacTier Inc. and Timothy Price, president, discuss the firm’s history, its approach to business and the outlook for growth. They spoke at the TSX Broadcast Centre in Toronto.
For more, see:
Duration: 4 min 18
Chris Karram and Elisseos Irotakis, two certified financial planners and co-owners of Safebridge Financial Group in Toronto, describe their partnership and their business model and referral process. Irotakis is a mortgage broker while Karram specializes in insurance and investments. They spoke at...
Duration: 10 min 51
Dan Richards, president of Strategic Imperatives Ltd., describes the sub-prime crisis from its roots in the alternative mortgage market; through the securitization of high-risk debt; to the collapse of the investment banks that held those investments; to today’s bear market and market...
Advertisement