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16: Paul Harris: A Career in Asset Management and the Evolution of Wealth Management
Manage episode 442120624 series 3593452
Andrew Auerbach and Jean Blacklock द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Andrew Auerbach and Jean Blacklock या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
In this episode of Beyond The Bank: The Future of Canadian Wealth Management, Andrew Auerbach sits down with Paul Harris, co-founder of Harris Douglas Asset Management, to explore his extensive career in asset management. Paul shares insights from his time as Senior Portfolio Manager at TD Asset Management, where he managed major bond and equity portfolios, to his leadership roles at Fiduciary Trust International and Avenue Investment Management. The conversation delves into how Paul and Stephanie Douglas founded Harris Douglas Asset Management, growing it into a client-focused firm that blends investment expertise with personalized financial planning. They also discuss the evolution of wealth management, including Paul's views on the role of portfolio managers, investment strategies, and client servicing in today’s financial landscape. As a past chair of the Portfolio Management Association of Canada and a regular contributor on BNN Bloomberg, Paul offers valuable perspectives on the industry's future.
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