Mann Team Wealth Management
Canaccord Genuity Wealth Management
While the pandemic continued to present challenges to advisors in 2021, most of them were manageable for portfolio manager Dwight Mann. He was able to mitigate volatility through active risk management and incorporate videoconferencing to service clients. He also allocated additional time to client communication. “This helped provide peace of mind to clientele through an unnerving period,” he says.
Mann’s primary goal for 2022 is to continue to adopt innovative methods of business development and to enhance his team’s client interaction and available resources.
“We want to ensure that we are connecting with all prospective investors using various platforms and means of communication,” he says. “As a result of the COVID-19 pandemic, clients have spent an increasing amount of time online viewing accounts and holdings. We want to provide a more informative experience, helping better educate our clients on understanding their financial position and the perpetually changing economic landscape.”