A new year and a new decade!
We think 2020 has a nice ring to it! We wish you a happy new year, filled with success, health, and prosperity!
The last quarter of 2019 was a time of wrapping up unfinished business, starting to plan for 2020, celebrating the season, each other, and our 2019 achievements. We realize that we have much to be thankful for in our quest to help clients live healthy and abundant lives.
Indeed, much of our progress was in the continuous and ongoing improvements to the industry leading systems and processes we use in the background in order maximize our value to clients.
One of the highlights of the year was the addition of Kate Simak to the team. Her hard work and willingness to participate as a team member has made the office a better place. Kate has finished her best practices studies and is excited to start the next level of her studies.
Founder and president, Reg Braun, achieved the CLU Designation. The Chartered Life Underwriter (CLU®) designation is Canada's premier wealth transfer and estate planning designation. The CLU is an advanced designation that expands on the knowledge gained in the CFP® education program, with a focus on estate planning and wealth transfer.
It sets financial advisors apart by successfully meeting established standards for presenting a greater level of knowledge and specialized skill in complex wealth and estate-transfer planning. CLU designation-holders are in the unique position of helping Canadians build and preserve wealth.
The CLU is widely recognized in the financial services industry and respected by clients and their financial institutions.
CLU designation holders are regarded as elite professional financial advisors who specialize in developing effective solutions for individuals, business owners, and professionals in the areas of risk management, wealth creation and preservation, estate planning, and wealth transfer.
Setting ourselves Apart – And Ahead – In The Marketplace.
All of us on the team are committed to ongoing education that benefits our clients and our firm. We look forward sharing two more exciting announcements regarding our associates, Chris MacPherson and Kate Simak in the very near future.
As always, we are eager to hear from you to learn what you find most valuable about working with us? Your feedback is the most important tool we have to make sure that we are doing all we can to be the very best we can be. Please feel free to share this newsletter with those in your circle of friends and family who might benefit from working with us.
If you're not already working with us, call us today at 204 822 6887 to arrange for your complimentary meeting to find out what our process looks like.