The Team reaches a billion dollars in assets managed with the addition of some great clients when another advisor in our London office, Chris Hall retires from the business. This also brought the addition of another great Team member, Sarah Johnstone, who now helps with client service in London.
Matt Aalbers and Joseph DiBrita join the team in London to assist with client service.
The Team is again recognized as Team of the Year for Southwestern Ontario.
The Team today has clients in nearly every province, with large pockets in Toronto, London, Yellowknife and many rural areas. They also have clients in many US states and Europe. We treat our clients as we would wish to be treated ourselves and have many regular client conference calls and appreciation events. These are often held at the Westover Inn in St Marys that Reg still owns, 20 years after he purchased it as a university student.