There's an art and a science to this business
Lorenzo Pederzani explains why communication is vital and how he's grown his book during the pandemic.
Lorenzo is interviewed by James Burton where he discusses how revamping the teams’ communications strategy helped grow their practice during the pandemic. Please note that this interview was conducted in April 2021 while Lorenzo Pederzani was a Portfolio Manager at iA Private Wealth.
This information has been prepared by Lorenzo Pederzani, CFA, CFP®, CIM® who is the Chief Executive Officer (CEO) and a Portfolio Manager for Westmount Wealth Management Inc. and an Insurance Advisor for Westmount Wealth Planning Inc. Westmount Wealth Management Inc. is registered as a Portfolio Manager in British Columbia, Alberta, and Ontario. Westmount Wealth Planning Inc. is a subsidiary of Westmount Wealth Management Inc.
This presentation contains the current opinions of the Author and such opinions and the facts on which they are based are subject to change over time without notice. This material is distributed for informational purposes only and is not intended to provide personalized legal, accounting, tax or specific investment advice. Please speak to a Westmount Wealth Advisor regarding your unique situation.
