This is a pivotal time in the development of the Wealth Management industry in Canada. The leading edge of the baby boomer generation has just reached the age of 65, an age when many people believe they can start their retirement. At the same time the economic environment is challenging and has created great uncertainty for everyone.
Through the expertise available through partnerships with our consultants at PAISLEY PARACHUTES INC. you better equip your sales forces to serve your client base more confidently and with continued credibility. In return, your clients are rewarded with a strengthened and valued relationship with their trusted investment partner. Confidence is inspired when your clients trust someone who they know is committed to helping them achieve their personal and financial goals.
We help you and your organization develop top-tier wealth management capabilities with confidence.
JD Greenberg, CPA, CA, MBA, CFP,
CPA (Illinois), ACA (England and Wales)
President, PAISLEY PARACHUTES INC.