Viewpoints by David Lewis, at Manulife Investment Management

Prior to joining BEworks, David was an Assistant professor at the Ted Rogers School of Retail Management at Ryerson University. David holds a PhD in marketing, specializing in consumer behaviour, from the Lazaridis School of Business and Economics at Wilfred Laurier University. David also holds an MBA in strategy and finance from the Schulich School of Business at York University. David is also a Chartered Financial Analyst. He has held numerous senior positions in the financial services industry, including Head of Banking at Barclays Wealth USA, Head of Banking products at UBS Financial Services USA, Board Chair at UBS Bank USA and Chief Marketing Officer and Chief Information Technology Officer at ING DIRECT USA.
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What drives investor behaviour? Video
A closer look at the human face of market volatility in three compelling videos that explore the realities of investor behaviour and the value of advice.
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Understanding Tactics to Overcome Heuristics and Biases
Tips for advisors on overcoming client biases: Tactics to change a client's thinking and focus, and just what to say – and why – to redirect discussions.
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