Christine Laliberte of Insightful Wealth Group HollisWealth is on Wealth Professional Canada's Hot List of 2015.
LaLiberte and her elite team are well known for their extraordinary client service processes centered on the complex needs of affluent families and business owners. Her practice has invested heavily in digital innovations in order to build community through social media, video, events and data management. Her team is highly focused on trust based relationships, creative strategies and investment excellence.
Christine is regularly called upon by her peers to teach her advisor practices. Since 2012 she has run training programs for 75 advisors and their assistants, with 50 more scheduled for 2015/16. To survive, “Advisors need to be open to changing how they run their practice, or they will become irrelevant,” she says.
Christine is regularly called upon by her peers to teach her advisor practices. Since 2012 she has run training programs for 75 advisors and their assistants, with 50 more scheduled for 2015/16. To survive, “Advisors need to be open to changing how they run their practice, or they will become irrelevant,” she says.
