May 2020 | Becoming Referable

Evan Rapoport on Outsourcing to Drive Efficiencies

Evan Rapoport is the Founder and CEO of SMArtX Advisory Solutions, a. Building on years of experience in the institutional asset management segment, Evan pioneered managed accounts technology that would allow wealth managers of all types to access the same strategies typically only available [...]

By Julie Littlechild|2022-01-03T17:13:25+00:00May 28th, 2020|Categories: Podcast|Tags: Becoming Referable, Evan Rapoport|0 Comments

Tom Deans on the Importance of Estate Planning and How to Have These Conversations With Clients

Award-winning speaker and Globe and Mail best-selling author and international speaker Dr. Tom Deans believes that the unprecedented wealth transfer in Canada of $1 trillion will transform lives, culture, and the nation itself. Thought-provoking and contrarian, Deans is the author of Every Family’s Business, [...]

By Julie Littlechild|2022-01-03T17:13:27+00:00May 14th, 2020|Categories: Podcast|Tags: Becoming Referable, Tom Deans|0 Comments