Summer is here, we are working hard to improve and enhance our service offerings … keeping you up to date!
As we head into summer, we are looking forward to enhancing our business processes. We recently added to our team. Welcome Cindy Salado. Cindy is a new addition to our administrative team and is the first in a few planned new hires. To better serve you, we continue to search for the right people to join our team at our London office.
If you have not met Tara Robbins yet, we will be calling you this summer and fall to visit and introduce her. We have been adding Tara on as a second Advisor with me. This ensures full coverage should something happen to one or the other, the “other” can jump right in and be able to address your needs.
Starting in January through March, we will ask for your consent to transfer the registration of your portfolios from the MFDA (Mutual Fund Dealer Association) to IIROC (Investment Industry Regulatory Organization of Canada). This will give Tara the ability to trade on the securities side of the business. At the end of the day, nothing will change on your side: same attentive service and support, same fund managers, same mission, same goal … “Do what is in your best interest … period, full stop”
Protecting our clients by having a well thought out transition plan over the next 5 years will ensure Allied Financials’ viability and strength to continue the tradition of service you expect and deserve.
My personal goal is to complete this process and be able to continue to do what I love; meeting with clients, offering sound financial strategies to fortify your family’s wealth, without drama, while minimizing costs and income tax, to transfer to the next generation, “with a warm hand, instead of a cold hand” as a very wise client once told me.
This fall, we will be at the Canadian Outdoor Farm Show in Woodstock, September 13, 14, 15 in the FCC Pavilion. Stay tuned for more details coming soon!
Looks like we had a great start to planting season, we hope you enjoy the summer and a good crops in the fall. Be safe, be well and be kind to someone today!
All the best, and as always let me know if you have any questions,