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Why Financial Advisors Leave Big Financial Institutions, with Ashley Morais Investment Advisor (Mutual Fund Restricted) at Harbourfront Wealth Management
- 2024/07/04
- 再生時間： 33 分
- ポッドキャスト
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Why Financial Advisors Leave Big Financial Institutions, with Ashley Morais Investment Advisor (Mutual Fund Restricted) at Harbourfront Wealth Management
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サマリー
あらすじ・解説
Welcome to the second episode of How Canada Works! Our guest today is Ashley Morais, who has had a rich career as a Financial Advisor at several institutions such as TD and RBC Wealth Management. We’re excited to welcome her to the Cherry Hill Private Wealth - Harbourfront Wealth Management team.
With Ashley, we discuss her career trajectory, what deterred her from continuing to work at big financial institutions, why she chose Harbourfront Wealth Management as her new home, client loyalty, the differences between having your wealth managed by a large institution versus a small one, and much more!
Tune in.
Connect with our Hosts:
Adrian’s LinkedIn
Trevor’s LinkedIn
Connect with our Guest:
Ashley’s LinkedIn
Connect with Cherry Hill Private Wealth, a trade name of Harbourfront Wealth Management Inc.
https://www.cherryhillprivatewealth.ca/https://www.harbourfrontwealth.com
Timestamps:
00:35 - Introducing Ashley and her impressive journey in the financial industry.
01:27 - Why Ashley Chose Harbourfront
04:52 - Discussing client reactions to Ashley's transition and their loyalty to her.
05:37 - Transitioning to Harbourfront
06:56 - Exploring the deep trust Ashley has built with her clients over the years.
08:32 - Benefits of Moving to Harbourfront
11:27 - Ashley addresses common client concerns about moving to a smaller institution.
12:45 - Ensuring clients their investments remain stable and secure during the transition.
14:02 - Ashley explains the additional investment opportunities now available to her clients.
16:20 - Client Reactions to More Choices
18:15 - Addressing concerns about the safety of clients' money at Harbourfront.
19:48 - Discussing the role of National Bank Independent Network as a custodian.
21:34 - Diverse Investment Options
23:45 - Client Commitment to Moving Over to Harbourfront.
24:26 - Clients Bringing Investments 'In Kind'
25:20 - Continuity in Client Relationships
26:02 - Addressing Concerns About Harbourfront
27:32 - Custodian Assurance
28:39 - Options for GICs and Cash Investments
29:59 - Client Stories and Feedback
30:59 - Wrapping Up
Let’s schedule a call to meet each other and see if we can help you achieve a financial roadmap that helps you create a financial plan that focuses on what, and whom, means the most to you.
Book a consultation call here.
We'd love to hear from you.