Extras · 1 of 4

A typical day

Before the market opens at 9:30 Toronto time: news, research notes, a team meeting. Then client calls and trades: rebalancing a retiree's portfolio, walking a nervous client through a market drop, opening accounts. Afternoons go to reviews, planning meetings and the compliance notes every conversation needs. New advisors spend hours each day prospecting: calling, networking, hosting seminars. Established advisors spend that time on their existing clients.