Cultural ties and shared values contributed to the success of this advisor’s book purchase
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Article Excerpt
BUY THE BOOK
Cultural ties and shared values contributed to the success of this advisor’s book purchase
DEANNE GAGE
GLOBE ADVISOR REPORTER
PUBLISHED APRIL 29, 2026
Open this photo in gallery:
Christopher Dewdney, certified financial planner at Dewdney & Co. in Mississauga.
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In Buy the Book, advisors discuss their experiences acquiring a book of business, from practice valuation to client retention.
Christopher Dewdney, a 44-year-old certified fin…
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