THE CI INVESTMENTS AWARD FOR MULTI-SERVICE ADVISOR OF THE YEAR
Description
This Award for excellence recognizes the outstanding advisor who has demonstrated commitment to his/her clients with full suite of services beyond traditional financial advisory. This Award recognizes the leading business in servicing clients by offering a multi-platform of products, insurance, succession consulting, investments, tax and estate planning, mortgages, retirement etc.
Judges' Criteria
- Oustanding contributions to the business and achievements in the previous year
- Unique value proposition to clients
- Innovative products offered
- Variety of products and service
