Program aimed at helping investors distinguish between average and exceptional advisors
Accretive Advisor Thursday announced first group of advisors to be welcomed into its elite advisor program.
Accretive says the program is reserved for financial advisors who demonstrate a track record of client service excellence. This group is the first in Canada to successfully complete and pass the independent qualification process.
According to Randy Ambrosie, founder and CEO of Accretive, “The financial services industry has lacked a standard of excellence that helped investors distinguish between the average and the exceptional. That has all changed with the introduction of the Accretive Elite Advisor Program.”
Advisors in the group have passed (and must continue to pass) annual rigorous and objective assessments of their practice across a variety of service dimensions — professional conduct history, validation of service offering and processes, and client satisfaction.
“Accretive Elite means that, most importantly, clients have validated that the advisor deserves the mark of excellence as a financial advisor. It’s a benchmark of distinction that sets advisors apart based on the conduct and practices of the advisor and exemplary customer satisfaction ratings,” said Ambrosie.
The first advisors to earn this distinction are:
- Sybil Verch, Victoria, B.C.
- Christine LaLiberté, Vancouver
- Rod Tyler, Regina
- Doug Dahmer, Burlington, Ont.
- Doug Leyland, Burlington, Ont.
- Bob Sewell, Oakville, Ont.
- Claudio Piron, Mississauga, Ont.
- Stephen Hafner, Toronto
Accretive Adviso is part of the Toronto-based Accretive 360 Inc. family of financial services research and practice management companies.