Cultural ties and shared values contributed to the success of this advisor’s book purchase
Christopher Dewdney, a certified financial planner, successfully acquired a book of business from a fellow advisor with shared cultural values. His journey began when he immigrated to Canada from Jamaica and shifted his focus from fashion merchandising to financial advising. Dewdney emphasizes the importance of serving underserved communities and has committed to helping clients regardless of their financial status.
- ▪Christopher Dewdney immigrated to Canada from Jamaica at the age of five.
- ▪He runs his own independent financial planning firm and serves 1,000 clients.
- ▪Dewdney purchased a book of business from another advisor who valued cultural alignment.
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Open this photo in gallery:Christopher Dewdney, certified financial planner at Dewdney & Co. in Mississauga.SuppliedShareSave for laterPlease log in to bookmark this story.Log InCreate Free AccountIn Buy the Book, advisors discuss their experiences acquiring a book of business, from practice valuation to client retention.Christopher Dewdney, a 44-year-old certified financial planner at Dewdney & Co. in TorontoChristopher Dewdney and his family immigrated to Canada from Jamaica with dreams of building a better life when he was five years old.He graduated from the International Academy of Design and Technology in Toronto with a diploma in fashion merchandising.
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