By: Helen Burnett-Nichols | The Globe and Mail | August 20, 2021
Read More, and see what Scott Plaskett says about The pandemic has led to a flurry of new clients for some advisors
Scott Plaskett, senior financial planner and chief executive officer with Ironshield Financial Planning in Toronto, says his firm has also taken on new clients this past year at a rate that’s more than double each of the past two years.
Those who contacted the firm during the pandemic are generally busy millennials and pre-retirees from across Canada – thanks to virtual meetings – who, in many cases, haven’t worked with a financial planner and are looking for clarity about whether they’re on the right track to meet their goals.
“They’ve amassed a certain amount of wealth, [they have] savings that have just accumulated out of happenstance, but they just don’t get a sense that everything’s working together,” he says. “That’s what they’re looking for from a financial planning relationship, and that’s what’s motivated them to reach out.”
Original Article: The pandemic has led to a flurry of new clients for some advisors
