Merry Christmas and Happy Holidays!
SAY GOODBYE TO 2022!
We seem to have moved through the past few years with baggage not from our making. This year is no different, however, the worst seems to be over and there could be a move to normalcy, time will tell.
As we move forward into 2023, we would like to thank all our clients and associates and wish the very best for 2023, we look forward to working with you next year.
As Tara Robbins is looking to transition her registration from MFDA dealer Manulife Securities Investment Services Inc. to IIROC dealer Manulife Securities Incorporated, in Spring 2023, we will keep you informed of our progress. This change will allow Tara to offer securities, and once the transition is complete, Tara is happy to have a conversation with you on this topic, as this is one of her passions.
Kirk’s goal for 2023 is to spend more time with clients to create and refine strategies. With the help from Tara, Shantaye, and Cindy, we will strive to bring appropriate plans and strategies to your kitchen table and follow them through to completion to your satisfaction.
We have been refining our product shelf and are undergoing a third party review of our funds to make sure we have the best of the best. Refining our processes to utilize the most up to date tools at our disposal will make us more efficient and give you the best result possible.
Family Wealth transition is a big concern for many clients, this will be one of our top priorities next year. The goal will be to present alternatives to reduce tax liabilities in the eventual transfer to the next generations.
As always, we are so appreciative of the opportunity to be of service and with our new team members, we look forward to working with you to achieve your financial, personal, and business goals.
Wishing you a very Merry Christmas and all the best for the New Year.
and Merry Christmas and Happy Holidays from your Allied Financial Services Team!
Please watch this short video as an expression of our well wishes and hope for next year!
Don't miss out on the upcoming paperless contest! Our office is proud to say what a great job our clients have done in moving toward a more paperless way of operating our business. Below is more information about how you can do the same:
‘Go paperless and win $10K
Manulife is launching a contest for all clients for a chance to win $10,000! Simply register for Manulife online access between January 1 and February 28, 2023, and choose to go paperless. The contest is also open to clients who already use Manulife online access. More information about the contest is in the Q4 statements. You can also find more information at Put the less in paperless contest