“In the busyness of the day, it can be easy to forget what we are really doing: We are helping clients with their financial futures,” he says. “By taking everything into account with the end customer in mind, I believe I am more genuine, and therefore more valuable.”
While Tucci is fully aware of the “exciting and inspiring” trend in the Canadian investment sector – with new offerings such as socially responsible investing, alternatives and low-cost products launched in response to customer demand – he also feels That is, as a wholesaler, it is his job to go beyond taking orders and making sales pitches.
“Consultants add a lot of value beyond the product, and I think increasingly, that is their focus,” he says. “In that sense, I can be their ‘go to’ for product ideas, questions, analysis… I think wholesalers have become even more of an extension of the consultant’s team in this way.”
Read the full list of Wealth Professionals’ 5-star wholesalers for 2022 here.