Benefits Of Working With A Portfolio Manager

In this episode of ‘Conversations on Wealth’, host Sarah Widmeyer speaks with three Richardson Wealth Advisors; Valerie Wowryk, Marc Dalpé, and Rob Panes about the benefits of working with a portfolio manager. This is a great opportunity to understand why it’s paramount to understand your client and have a strategy that fulfills their current and future goals.

The opinions expressed are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Richardson Wealth Limited or its affiliates. Past performance may not be repeated. Richardson Wealth Limited is a member of Canadian Investor Protection Fund. Richardson Wealth is a trademark of James Richardson & Sons, Limited used under license.


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