Nicola Wealth | Advisor.ca

This partner report from Nicola Wealth explores client retention best practices.

Switching firms can be risky, but also rewarding

Wealth Advisor and Client Relationship Manager Dylan Reece explains why he and his business partner decided to switch firms and join Nicola Wealth.

August 23, 2022

5 min read

Providing access to a broad spectrum of investments and holistic planning are key to retaining clients during periods of market volatility.

July 18, 2022

4 min read