What we found is most banks do not have the right methods of retaining top talent in the investment portions. Keep in mind I am from smaller centers.
We made the move to Manulife a bit before Covid and have been extremely happy. Their knowledge and ability to build the funds based on what is happening in the world has worked quite well.
I think the biggest thing is are you able to work with and connect with the money person you will be using. Our representative is amazing and has worked out very well for us. We had tried others that we didn’t connect well with, and walked away, as it just wouldn’t work out.
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