What’s the future of HNW wealth management?

In July, PAICR Canada will host a conference call with Keith Sjogren of Investor Economics. Keith will share insights into the changes that have taken place in the sphere of wealth management for high net worth clients, and where the business is likely to head next. You must be a PAICR member to attend the call, so please visit paicr.com and sign up today!

In other PAICR news, the annual West Coast Conference took place in Santa Monica, California, in March. Financial services marketers from across North America enjoyed another great opportunity to learn, connect, and grow together.

Meet Eileen Louie-Carruthers

Eileen joined the Wickware team as Project Manager in December 2008, and she’s already made dramatic improvements in the way we work together and with our clients. With a talent for creating meticulous workback schedules and a background in production design, she keeps us running like a well-oiled machine. Eileen has previously worked with a number of top financial services brands, including Franklin Templeton Investments, KPMG, Mackenzie, Sun Life, and TD Asset Management. In her spare time, she enjoys hiking and creating beautiful mobiles with origami. //