The annual wealth conference hosted by CFA Society Toronto, held this week, featured a panel discussion on what makes an effective wealth manager, and how that’s likely to change in the next five years.

Panellists were:

  • Peter Keuls, partner at McLagan Partners,
  • Lisa Applegath, team leader of The Applegath Group at CIBC Wood Gundy, and
  • Jean Brunel, managing principal of Brunel Associates.

The following tweets, by’s Katie Keir, include tips on serving clients meaningfully, as well as insights on where the industry is headed.

Originally published on
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