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60 minutes to more effective client meetings: Getting the most out of client interaction

Session 1D

Moderator: Joady Guyot, Regional Vice-President, Business Development

Panelists: Suhel Popatia, Senior Financial Planner, CFP – ACM VancouverJay Papernick, Senior Financial Planner, Branch Owner – ACM

TorontoDeborah Wallis, Senior Financial Planning, CFP – ACM North

Bay

Suhel Popatia

• Assante Capital Management• $40 million in assets under administration• 70% nominee• 120 client households• Solo practitioner, 1 assistant, looking to add 1 more• Large book of insurance business with AEIS• Located in Vancouver• Chairman’s Council Member

Jay Papernick

• Assante Capital Management• $49 million in assets under administration• 631 clients• 80% nominee• Solo practitioner – 3 assistants• Large book of business with AEIS• Opened his own branch in Toronto in October 2012• Chairman’s Council member

Deborah Wallis

• Assante Capital Management• $24 million in assets under administration• 400 clients• 25% nominee• Solo practitioner – 1 associate/assistant• Located in North Bay

Thank you

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Assante Wealth Management’s advisory services are offered through Assante Financial Management Ltd., Assante Capital Management Ltd. and Assante Estate and Insurance Services Inc. Assante Estate and Insurance Services Inc. is owned by Assante Financial Management Ltd. and Assante Wealth Management (Canada) Ltd. ®The Assante symbol and Assante Wealth Management are registered trademarks of CI Investments Inc., used under licence.