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Inside an Indigenous wealth management practice

Veuillez noter que cet article se trouve sur une plateforme tierce et qu'il n'est disponible qu'en anglais.

The AVP of Indigenous services at CWB Wealth, Kain Big Canoe, provides investment consulting and trust advice to a unique set of clients: Indigenous communities. Serving communities, rather than just individuals, requires a degree of stakeholder management and multiparty engagement, as well as a close consideration of the goals, needs, and unique experiences of each Indigenous community served.

Big Canoe explained the exact nature of his work, how he approaches his clients and what challenges he helps them overcome. He outlined some of the wider opportunities set in Indigenous communities now and explained both why and how advisors of all backgrounds can help work with and serve Indigenous communities.

Click here to read the full article by David Kitai, originally published on Wealth Professional on April 1, 2024, featuring insights from Kain Big Canoe, AVP, Indigenous Services.

The preceding information is for educational purposes only. As it is impossible to include all situations, circumstances and exceptions in a newsletter such as this, a further review should be done by a qualified professional. No individual or organization involved in either the preparation or distribution of this letter accepts any contractual, tortious, or any other form of liability or its contents or for any consequences arising from its use.