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May 2, 2019
Meet Your Friendly Banker
“There are those who know and those who don’t. All the advantages go to people who know.” These words are from investor advocate Glorianne Stromberg in 1998. She was speaking to the ramifications of the ‘knowledge gap’ between financial professionals and their retail clients.
Survey after survey indicates that Canadians are happy with their banks. Sure, there’s griping about branch closures, bank branch hours, long wait times on the phone, inoperative...