Cross-Border Challenges And Other Issues In Today’s Financial World

Last fall I was honoured to receive the Top Under 40 Award from the IIAC (Investment Industry Assn. of Canada) and in no small way am indebted to those who helped me along. Indeed, building a portfolio of $100 million in assets under administration in seven years has a great deal to do with hard work, drive and customer service. It also helps to have a focus, and my focus – and that of the Sartorial Wealth group at Raymond James that I lead – is cross-border wealth management...