HIGH NET WORTH: Success Factors to Win the Affluent Investors and Their Advisors to Grow Your Revenue

A session at 2nd Canadian Funds Summit

  • Fred Pinto

Tuesday 10th May, 2016

2:00pm to 2:45pm (EST)

According to the 2015 World Wealth Report, the HNW population is Canada is roughly 331,000 at $1 trillion US. Tap into the current trends within this niche segment to inform your business, product and sales strategy. Take away crucial intelligence on:

-Building long-lasting relationships with key stakeholders and centers of influence
-Responsible investing: allowing investors to “do well by doing good”
-Adapting advisory practice to the needs of wealthy investors

Identify the ingredients to effectively win HNW investors and advisors.

About the speaker

This person is speaking at this event.
Fred Pinto

Senior Vice President, Head of Wealth and Asset Management, QTRADE FINANCIAL GROUP

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Time 2:00pm2:45pm EST

Date Tue 10th May 2016

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