For the second time, we were honoured with Investment Planning Counsel’s Client Experience Award! This award would have not been possible without our clients.
Read our open letter of thanks below.
"Dear Client Family and Friends,
As the weather gets a bit cooler and the leaves start to change colour, it’s hard not to reflect and be thankful during this time of the year. With so much happening in the world today, it’s easy to forget how lucky we are and how good we truly have it.
So today, we want to focus on the good and thank you for being our client. The trust you put in us to help you reach your financial goals is a responsibility we take seriously and feel privileged to share your financial journey with you.
We take pride in every detail of the process. Whether you’ve been with us for some time or are just starting out, we work hard to ensure that each and every one of you gets personalized attention, a plan that aligns with your goals and values, peace of mind knowing that we always have your best interest at heart. It’s this, and so many other details in between that we feel are essential to the type of the experience you deserve when working with us.
So, when we found out that we won Investment Planning Counsel’s (IPC) Client Experience Award, for the second time, at IPC’s Annual Fall Conference in St. John’s, Newfoundland –- we couldn’t thank you fast enough! This award makes us feel thankful for a number of reasons. Thankful that we get to help others, thankful that we work with such awesome clients, and thankful that we get to do what we love.
We wanted to share this highlight with you, along with our gratitude. Hopefully, we have inspired you to reflect on what you’re grateful for in your own life.
As always, we’re here to help you. Don’t hesitate to reach out and feel free to let us know what highlights are happening in your life.
Senior Wealth Advisor
IPC Securities Corporation