Issue #55 - Year in Review
Along with the impressive milestone reached by the Innova Wealth Management ($50 million in Assets under Management), both Tanya and Kelly passed all the required exams to become Investment Representatives in the province of Ontario. As licensed individuals, their growing knowledgebase ensures that every set of eyes on your file continues to look for ways to build your wealth while allowing us to handle a greater volume of transactions in a shorter period of time.
Meanwhile, with respect to Innova Wealth Builders, our 360° wealth building service offerings saw equally impressive growth rates.
The insurance side of our business saw a significant increase in new policies, with a large volume increase in Critical Illness policies to cover life-threatening illnesses such as cancer, stroke, heart attack, multiple-sclerosis and Parkinson’s among others. Meanwhile, the Group Health business saw perfect retention of clients thanks to our focus on sustainable plan configuration.
Tanya continues to deliver impressive growth on the Mortgage front. This year she helped a record number of our clients lower their mortgage interest rates, (despite two Bank of Canada increases!) and find solutions to complex financing needs. Our mortgage deals’ growth rate has even caught the eye of our broker, Centum Mortgage Exchange, who offered us free office space in their building on Bayfield Street in Barrie. For this reason, their boardroom is our new space for GTA-North client meetings throughout 2018.
In an effort to offer a complete suite of personal financial services, we added Bookkeeping to our list of services. Spearheaded by Kelly, ‘My CFO’ is aimed at health professionals, realtors, and network marketers. Our program combines cutting-edge technology with on-going tax planning advice to deliver a unique client experience at or below market cost.
On the Tax side, our growing partnership with Stephanie Hall, CA, CPA has deepened our income tax expertise and improved turn-around times on return filings and adjustments. Her experience also helped us tackle a greater number of final and estate tax returns, allowing us to better assist our clients in their role as executors.
In the coming weeks, we will be releasing our third client-wide survey in hopes of finding new ways to keep improving. Our goal continues to be to provide you 360° wealth building strategies and world-class investment management, delivered with small-town customer service.
We would like to take this opportunity to Thank You for another great year and to wish you the very best in 2018!
CIM, CFP, MBA, HBCCS
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.
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