I am pleased to share with you the arrival of our new Regional Vice-President for the Western Canada region, Mr. Daniel Bengtsson. Daniel graduated with a degree in economics from the University of Toronto and has been working in the industry for over 25 years, serving as an investment advisor and, more recently, helping advisors implement the best possible practices within their business to help them at every stage of their activities, from growth to maintenance and transition.
Daniel’s role will be to support Representatives with their succession planning, financing and escalations, in addition to providing them with advice and support on our tools, products and programs.
Henna Dua, who has been Regional Vice-President of Western Canada since October 2022, will be focusing her efforts on recruiting for this region.
Please join me in congratulating Daniel and wishing him the best success in his new role. You can reach Daniel by email at daniel.bengtsson@investia.ca.
Frédéric Laverdière-Pagé
Vice-President, Business & Sales Development
Investia Financial Services Inc.