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Commerce Valley Financial Group

 

I want a complete client experience. I want to offer that from my team, and in so doing, I recognized that I needed to add people to the team whose real value proposition was consistent with what a client would ask for from the team, but not necessarily something that I can always provide personally.

So my role on the team is primarily being a business development specialist, and part of that entails educating our clients and our clients, friends, prospective clients about the markets, about the economy, about what's happening with tax laws and legal issues. And also we also measure our clients’ money.

For me I speak a different dialogue of Chinese. I can help people if they come to Canada and that they have the language barrier. From my more than twenty three years financial industry experience, I can help them and make them feel that they are at home and they can use my experience, my knowledge to achieve their financial goals.

I am the old school advisor, as you I'm sure you gather. I'm an ideas person. I like to study the market. I like to deal individually with clients. Create a portfolio specific to them. Not some can package you get off of the rack for type a client. Here is your type a portfolio and I'll see you next year. That's what I bring to the job and Ross allows me to do that in the team.

We have a very large team and in saying that it allows us to diversify amongst the team and specialize in certain areas. So one of the things that is great about our team in my role is focusing on the portfolio construction, implementation and execution. We have access to host professionals right next door from estate planners, lending, commercial banking, trust services. So whatever the clients need is we're able to facilitate.

Working with our partners, we're able to guide them in different facets of their life. Whether they have estate or trust needs or they might be selling their business, they need assistance with that or they don't even know the value of their business. Working within this organization and our partners who are extremely qualified, we're very confident that we could help the client in all aspects of their life, financial life.

The reason I decided to join Ross' team was to immerse myself in the team's culture and to provide access, direct access to a network of web specialists for my clients. The transition of my clients accounts at CIBC Wood Gundy was smooth and straightforward because of the planning that went in with the team. They were very well organized and all members of the team provided me with full support.

What I love most about my job is getting to know the clients on a personal level, getting to know their family, their kids and just hearing their stories. Not just talking about the paperwork, the money, the transfers. All that eventually comes into play, but you know, you want to know the person.

I've been in the business for over 20 years. And I find that even though I've been, I have a lot of experience and I still learn something new every day. Every day is a challenge. I think the clients, they like the team approach and they like the fact that we find solutions to whatever they need.

Over the years of knowing many of these clients, getting to know them, getting to know them personally, their their hopes, their dreams and being truly interested in each client as an individual.

Change is always difficult. Because of change sometimes we find it very difficult to make decisions and that's where we need a partner. Our team can be that partner and we can be that partner not only because of the depth of experience that we have on our team, but because of the intricate relationships we have within the bank. The way we've worked with other people's centers of influence in their life financial, legal and otherwise. The way we've worked with different people within a family and how we've seen different situations and you can provide proper counsel. I believe we make the transitions very comfortable for people and that's what they want to know. Peace of mind and comfort. And I know that our team does that