dan@clientinsights.ca

Dan Richards is a 20-year veteran of the investment industry and a faculty member in the MBA program at the University of Toronto’s Rotman School of Management.

Dan Richards is a 20-year veteran of the investment industry and a faculty member in the MBA program at the University of Toronto’s Rotman School of Management. He has served as CEO of a major distribution firm with 3,500 financial advisors and is an expert on sentiment among Canadian investors. He is president of Clientinsights, a company that helps financial advisors communicate with clients.

He also holds a weekly Monday morning conference call for financial advisors at GlobeAdvisor.com

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