Shattering glass

Nancy McCulver* thought she struck gold when, in the late 1980s, she went to work for a large, multinational bank based in the U.S. The only woman on a team specializing in international mergers and acquisitions, with an eye on hedge fund management. Her science and math background certainly helped. The job involved complex matters[…]

The Success Factor

The next time you are shopping in the area, drop by and see me. Imagine if this is how a client or broker attempted to initiate a business relationship with you? Lynne Triffon, CFP, R.F.P., vice-president and senior financial planner at T.E. Wealth, doesn’t have to imagine. It was the late 1980s and Triffon had[…]