Celebrating Advice: The Bag Lady of Bay Street

Even during these challenging times, many advisors are walking clients through processes that help contain losses and place portfolios back on the growth track.

Going forward, we will regularly profile advisors who have turned adversity into opportunity and found innovative ways to better serve their clients. We’ll bring you stories, strategies, tips, and videos from the best in the business.

“Working with clients is intimate, like a marriage. You have to be able to go deep into the psyche of your clients,” Sandra Pierce, senior vice-president and investment advisor of The Fox Pierce Segal Group in Toronto

Click here for a videotaped commentary from Pierce, the Bag Lady of Bay Street, on how she helps her clients express their financial fears and concerns and educates them about the issues and solutions available.

(09/21/09)