wpawards winners 3

The CI Investments Award for Advisory Team of the Year (Fewer than 10 Staff)

“We are so involved with our clients’ lives and guide them through financial decisions, but it takes the whole team to do that” – Josh Lane, Kaspardlov & Associates

 

BEING NAMED Advisory Team of the Year (Fewer than 10 Staff) is recognition of all the little things the staff at Kaspardlov & Associates does, according Josh Lane, a financial planner and life insurance advisor at the practice.

 

“There’s lots of things that contributed to this award – little things like extra caring, making the clients feel like family, like they are at home when they walk in the doors,” Lane said. “Going the extra mile takes the whole team to give the level of service that we do.”

 

That philosophy resonates with award sponsor CI Investments. “When you have a team approach, you can really give your clients that full wealth planning experience,” said Imran Malik, CI’s vice-president of sales and marketing, “so I think this is one of the more important awards.”

 

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