Inside my decision to leave salesy CIBC and start a financial planning shop in rural Ontario
Still waiting for my bank non-compete to expire, I am plunging ahead with $58-dollar-a-month overhead and knowing I can help in my native community
Kudos to you, Sandi, for aligning your pursuits with your priorities. Might I suggest that a Canadian attorney might yield a higher ROI than Google AdWords in that, perhaps, you could navigate around your employment restrictions and continue to serve their needs without interruption. All the best in your new endeavor!
A great suggestion that hasn’t been overlooked. Thanks, Brian.
Broadridge CEO Tim Gokey gets Google Cloud's head of platform in his corner as he sets sights on wealth management cloud thunderclapper
Amit Zavery takes a Broadridge board seat as the New York firm--its shares skyrocketing in recent years--adds a wirehouse and makes wealth management a third pillar of growth