Rob Tetrault and Jean Moquin at the 2019 Wealth Professional Awards
Our group was awarded Digital Innovator of The Year at the 2019 Wealth Professional Awards at The Liberty Grand in Toronto on May 30th 2019.
Client experience & satisfaction have always been a top priority for us.
Our goal is to continuously improve the holistic wealth management experience for our clients and technology has played a big role in doing so.
The technological resources keep evolving in our industry and we want to leverage them as much as possible for our clients.
Not to be forgotten are those who are seeking financial advice through different social mediums and platforms.
We strive to produce the very best wealth management content for our followers through video (YouTube), blog articles (website & social media) and soon to come podcast show.
Thanks to Wealth Professional for hosting this great event.
