Re-imagining the Client Journey

An Evolution Rather than a Revolution

In this podcast, Denys Calvin, Vice-President and Chief Operating Officer at Canadian-based Nexus Investment Management, provides his perspective on the changing needs of investors and how wealth managers are responding.

Listen on Soundcloud | View transcript

Access the podcast to learn more about:

  • The importance of keeping the client offering “fresh”
  • How Nexus is leveraging celebrity guest speakers to engage with clients
  • The trend for client processes and reporting to be more interactive
  • Why managers are looking to help investors with the qualitative aspects of financial decisions
“The fundamental needs of clients aren’t going away anytime soon.”

Denys Calvin
Nexus Investment Management


This content is provided for general information only and does not constitute financial, tax, legal or accounting advice, and should not be relied upon in that regard. Neither RBC Investor & Treasury Services nor any of its affiliates accepts any liability for loss or damage arising from use of the information contained in this podcast.

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