Testimonials

“Your customer service is excellent. We appreciate that we can send you an idea and you can bring it to life within your newsletter. The customized options continue to be a great way for us to always find something that appeals to our book, especially since many of our clients are small business owners.” – IA with over 30 years of experience.

“The best part of your material is that it doesn’t feel as though it is written for commercialized marketing purposes.  It all goes back to the root purpose of the newsletter – my view is that the newsletter is a vehicle to inform my current clients that I am taking care of things for them. Over the past years when the markets were really difficult, the newsletter played an integral role in providing that comfort.” – Portfolio Manager with over 25 years of experience.

“Thank you to your and your team for the newsletters that you have provided to us over the years. We have had many compliments on them. You have been able to differentiate yourself from the typical marketing material to really resonate with our clients. It has been a pleasure doing business with you over the many years.” – Retiring Wealth Manager, Sr. Vice President, Portfolio Manager of top 10 book at a major Canadian bank.

“Thanks again for your letter. The feedback from my clients has been phenomenal. I have had more calls to our office from my newly acquired book and have been able to revitalize more business where things had gone a bit stale.” – First feedback from Investment Advisor, 15 years experience, who recently acquired a retired IA’s book.