EPISODE · Apr 24, 2025 · 54 MIN
The Canadian Wealth Management Perspective: One-on-One with the CEO of $35B Wellington-Altus
from The Diamond Podcast for Financial Advisors · host Mindy Diamond
Shaun Hauser offers a unique perspective on how our northern neighbors perceive the wealth management industry, drawing comparisons to practices and firms in the US, and providing insights into creating an independent firm that has achieved extraordinary growth.
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The Canadian Wealth Management Perspective: One-on-One with the CEO of $35B Wellington-Altus
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