Awareness of environ-mental issues is growing; there’s a good chance you have clients who are interested in incorporating green consciousness into their estate and philanthropic planning. One way to do that is through the Ecological Gifts program run by Environment Canada. The program is particularly appropriate for clients who own farms, ranches, woodlots, cottages or […]
Robin Randall left Bay Street for a quaint Ontario town
Robin Randall, an advisor with TriDelta Financial Partners in Creemore, Ont., knows that networking in a small town means becoming active in the community. “When you’re part of the community,” he says, “it’s a lot easier to let people know what you do than it would be by making cold calls to strangers.” Randall meets […]
While much of the financial services industry is geared toward retirement planning, some of its major players have no intention of packing it in
Kathryn Del Greco, senior investment advisor with TD Waterhouse Private Client Group, values the personal touch. She strives to find ways to show appreciation and let clients know she is thinking of them. Every new client receives a welcoming gift, such as a flower arrangement or a gift basket, along with a personal note. If […]
A financial plan maps out how to attain those goals
Kathryn Del Greco owes much of her success to keeping clients informed
Bill Bell of Bell Financial Inc. in Aurora, Ont., never asks for referrals, yet they are a major source of growth for his business. Here’s how he develops bonds with clients that become “sticky.”As clients’ dreams begin to materialize, the relationship strengthens and deeper bonds of loyalty develop. “I help people focus on what they […]
The AIM is to help clients faced with retirement-income challenges