Issue #56b - Business Continuity Agreement
As financial planners, our job is to consider, plan, and prepare for all possibilities for our clients.
With this in mind, we are pleased to announce a new partnership with WealthMD, a full service investment and insurance advisory office. Lead advisors Cliff Richardson, CFP, CIM, and our own J-F Démoré have signed a business continuity agreement to ensure uninterrupted quality service for all of our valued clients should something unforeseen happen to either advisor.
Cliff has directed his own financial advisory practice for the past decade and offers cash flow management, investment planning, retirement planning, tax & estate planning, and insurance services.
In addition to the similarities in their investment and planning strategies, Cliff and J-F have many other personal and professional similarities, including:
- Honours Bachelor’s Degree in Commerce
- Certified Financial Planner (CFP)
- Chartered Investment Manager (CIM)
- Bilingual (services available in French and English)
- Community involvement
Continuity of Service
It is important to note, even in the event of J-F’s premature death, Innova Wealth’s commitment to serving you will not change and there would be no changes to your portfolio or fees. J-F keeps detailed notes on all client accounts, including investment objectives, retirement plans, insurance needs, and any details related to your portfolio. This information will be passed on to Cliff to ensure the utmost continuity of service.
Innova Wealth has a strong team in place and Tanya and Kelly will assist Cliff during a transition period and beyond, so you can still expect to receive the same support from familiar faces.
To learn more about Cliff and WealthMD, please visit MyWealthMD.ca
Innova Wealth Management is a trade name of Aligned Capital Partners Inc. (ACPI). Jean-François Démoré, as an agent of Innova Wealth Management/ACPI is registered to provide investment advice in the provinces of Ontario, Quebec, and British Columbia. Investment products are provided by ACPI, a member of the Investment Industry Regulatory Organization of Canada (www.iiroc.ca) and the Canadian Investor Protection Fund (www.cipf.ca). All non-securities related business conducted by J-F Demore as a representative of Innova Wealth Builders is not covered by the Canadian Investor Protection Fund and is not under the supervision of ACPI.
The information contained herein was obtained from sources believed to be reliable, however, we cannot represent that it is accurate or complete. This report is provided as a general source of information and should not be considered personal investment advice or solicitation to buy or sell any securities mentioned. The views expressed are those of the author and not necessarily those of ACPI.
- Hits: 1394