Follow the Link for an article from our partners at CI Investments on keeping peace with your estate heirs.
Here’s a simple fact: you don’t create a great business, or a great result, without great people. That’s why we worked hard to create a team that can help, one that can really make a difference. They’re bright, they care, and they’re really good at what they do.
"We like that you are available, have a concise plan, give us options, let us make the final decision if it makes sound financial sense given our situation."
"Thank you for the extensive work you have done for me over the past year. I appreciate the time you invested to fully understand my specific needs. Your knowledge and expertise has been extremely beneficial and your desire to truly listen facilitated the decision making process. I am confident the specialized product solution and structured design will be of great benefit to my business and my family. I look forward to our continued business relationship and, without hesitation, would recommend your professional advice to others."
"You have taken more time than I thought anyone would to get to know us, our concerns and our desires. Dealing with you has restored our faith in caring, service-oriented types! We are more confident about our financial situation then we have been in a long time."