Assists advisors in turning risk into opportunity
TORONTO, Sept. 4 /CNW/ - AGF Funds Inc. has launched an innovative online
program, Changing Risk, designed to help advisors more effectively manage risk
for their clients and in their practices.
AGF has partnered with leading advisor expert Stephen Gresham to develop
strategies and value-added resources to help advisors change risks into
opportunities, especially during periods of market volatility.
Changing Risk features a brand new website (www.changingrisk.com) that
advisors can access 24/7 to find articles, tools, templates and other valuable
resources to help them build their practices and work more effectively with
This website is the latest initiative in AGF's comprehensive Sound
Choices Program, which also includes practical Business Essentials, the
popular 3D Referral Program and other relevant resources for financial
"At AGF we pride ourselves on listening to financial advisors. They have
told us that they are looking for help in managing risk, so we are pleased to
provide them with comprehensive advisor solutions programs and services," says
AGF Funds Inc. President Randy G. Ambrosie. "Our new website is the latest AGF
initiative, which complements a host of other business-building tools we
These services are even more crucial during periods of market turbulence.
"Advisors have told us they are even more appreciative that AGF is offering
them added services during these difficult times, when investors are more
inclined to make emotional decisions. They see that we're trying to make their
lives a little easier and that we remain committed to building our partnership
with them," added Ambrosie.
The Changing Risk program focuses on three useful areas, providing
advisors with tools to help them more effectively manage risk:
- in their day-to-day practice, such as business efficiency and client
- for their clients, such as retirement planning and market volatility
- in building and maintaining clients' portfolios for the long term
Topics covered in the program, in which advisors have expressed great
interest, include: how to more effectively generate referrals, how to build
the ideal client base and how to cater effectively to baby boomers.
"There seems to be an unspoken understanding among financial advisors
that the industry will enter a golden age as boomer retirees turn to them for
assistance. But these individuals have special financial needs that are very
different from the ones you may have been providing to younger clients. If you
aren't ready to fill these new needs, don't expect to reap the rewards of the
giant baby boomer wealth transfer. In fact, rather than win new business, you
may actually lose old clients," says Gresham.
The website is password protected and designed for financial advisors.
Advisors wanting to access the site should contact their AGF sales
representative to set up their user name and password.
About AGF Management Limited
AGF Management Limited is one of Canada's premier investment management
companies with offices across Canada and subsidiaries around the world. AGF's
products and services include a diversified family of more than 50 mutual
funds, the evolutionary AGF Elements portfolios, the Harmony asset management
program, AGF Asset Management Group services for institutional and
high-net-worth clients, as well as AGF Trust GICs, loans and mortgages. With
approximately $49 billion in total assets under management, AGF serves more
than one million investors. AGF trades on the Toronto Stock Exchange under the
For further information:
For further information: and reporters wanting to access this website,
contact AGF Corporate Communications: Lucy Becker, Vice-President, (416)
865-4284, Lucy.Becker@agf.com; Karen Danylak, Director, (416) 865-4308,
Karen.Danylak@agf.com; Karen Archer, Media Relations Manager, (416) 865-4295,