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‘It is the individuals who make the distinction’


He visited a number of banks in Montreal, however determined he wished one thing extra mid-sized with higher service. A pal urged Richardson’s, so he visited Toronto and preferred the individuals and transitioned. “After six months, I can say that ‘sure, it’s a fantastic place to work’,” mentioned the Montreal-based St- Laurent. “The persons are nice.”

There have been different advantages. Shoppers felt assured with Richardson’s 90-year historical past. He might promote any shopper merchandise, so wasn’t restricted in his selections. All of it added as much as feeling that he might present a extra personalised impartial service. He additionally preferred the truth that Richardson treats its advisors like shoppers, which he feels helps him finest serve his personal shoppers. 

“It’s versatile. They are saying, ‘do what works for you’,” mentioned St-Laurent. “You’ve got the leeway to do what you suppose is finest to your shoppers. They’re there for you.”

Whereas Richardson Wealth can be enhancing its expertise, St-Laurent mentioned his shoppers can’t actually see that, so “it’s extra the people who makes a distinction”. Richardson Wealth can be specializing in the way it can enhance the monetary world for girls, which appealed to him since he has a feminine assistant and two daughters.

“The share of ladies who’re advisors continues to be low, and Richardson has a spotlight to develop that. That rang a bell for me, too,” mentioned St-Laurent, noting that 95% of his shoppers are medical doctors and half of the brand new ones now are ladies. “So, it’s nice to have a give attention to that.”

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