June 21, 2022
Marvin Recognized as a 5 Star Advisor for 2022
He’s done it again and all of us on the team couldn’t be happier for Marvin! We see how hard Marvin works and it’s wonderful when others recognize it too.
According to the awarding body Wealth Professional Canada, to be named as a 5 Star Advisor takes not just knowledge of products and how to invest their clients in the right portfolio, but also a critical ability to engage with clients and build a trusted relationship.
Congratulations Marvin for being named a 5 Star Advisor for 2022!