In the news

Note: publication subscriptions may be required to access some of the below articles.

From transactions to connections

October 1, 2023 – Business in Calgary

Tricia is interviewed in Business in Calgary Magazine on the value of creating client connections through events.

Read more

 

Business in Calgary

Incorporating comes with both benefits and questions for professionals

July 27, 2023 – Financial Post

Tricia Leadbeater is featured in the Financial Post and provides insights professionals should consider when deciding whether to incorporate or not.

Read more

 

Financial Post

Beyond duration and convexity: Eight ways to bond with clients

January 23, 2023 – CFA Institute

Tricia Leadbeater is interviewed by the CFA Institute on non-traditional ways she's created bonds with clients.

Read more

 

CFA Institute