As a value-added service to our clients, we are willing to act as a sounding board for any friends or family members of yours.
The heightened volatility that we have seen in recent months has made experience and quality advice that much more valuable, and we have had more clients taking advantage of this service to ensure the needs of their friends and family are being fulfilled. We can assure you that the introduction will be handled professionally and that we will not pressure them in any way. We will take the time to provide the best possible advice, whether they become a client or not.
If you have a friend or family member who may benefit from our second opinion, feel free to provide our contact information, or to contact us to discuss the situation at 604.981.6688.