RESERVE SEATS

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

 

Nominate for this award