Advisors are back in growth mode and building up their teams

Advisors are back in growth mode and building up their teams


The Globe and Mail
Helen Burnett-Nichols
Published December 16, 2020
tadamichi/iStockPhoto / Getty Images
Volatility and uncertainty during the early days of the COVID-19 pandemic brought a forced pause to the year’s plans for most Canadians and businesses – financial advisors included. But several advisors have chosen to shift back into growth mode carefully in recent months as client demand has put their plans for strategic long-term expansion come back into focus.
Before COVID-19, Robyn Thompson, president of Castlemark Wealth Management Inc. in Toronto, was focusing on adding more administrative staff to her team in order to increase support from a back-end perspective. After the pandemic hit and clients began placing a greater emphasis on financial planning, she chose to add a younger insurance advisor who’s a financial planner to her team instead in early September.

Related Keywords

Oakville , Ontario , Canada , Toronto , Canadians , Matthew Mcgrath , April Lynn Levitt , Elke Rubach , Probyn Thompson , Castlemark Wealth Management Inc , Optimize Inc , Castlemark Wealth Management , Lynn Levitt , Personal Coach , Rubach Wealth , ஓக்வில்லே , ஆஂடேரியொ , கனடா , டொராண்டோ , கனடியர்கள் , மேத்யூ மக்ர்யாத் , ஏப்ரல் லின் லெவிட் , ராபின் தாம்சன் , மேம்படுத்த இன்க் , லின் லெவிட் , தனிப்பட்ட பயிற்சியாளர் ,

© 2025 Vimarsana