By: Leah GolobSource : Investment Executive
April 27, 2018
McKenzie Esposito plays an important role in his family’s financial advisory firm. As part of the firm’s succession plan, he communicates well with the children of business-owner clients
Mckenzie Esposito, a 24-year-old advisor with the Esposito Advisory Team in Edmonton, believes his age is often an asset to the firm. The Esposito team, which operates under the banner of Montreal-based National Bank Financial Ltd., serves successful business owners and their families. Being young enables Esposito to develop a rapport with the children of business-owner clients, which is good for the advisory firm – and good for the clients.