Introduce Us.

As one of our loyal advocates, you are in a unique position to introduce our team to your social peer group, your family and friends, and even your community.

You’re also a key center of influence who’s promoted or referred us before.

As one of our valued clients, you are in a unique position to introduce potential clients to us
so that they too might benefit from our services.

Who can you introduce?

Family members, friends, or work colleagues or associates who:

  • Want to experience continued financial success

  • Share your attitude, lifestyle and level of wealth accumulation

  • Are going through a major life event such as selling a business, retirement, inheritance, divorce

Why should you introduce someone?

  • We offer outstanding service and financial advice

  • All discussions are strictly confidential

  • There is no obligation or cost associated with an introductory meeting

  • We will treat your friend with the same respect we treat you

How do you introduce someone?

Step 1
  • Talk to your friend or family member
  • Tell them what you like about our financial planning team
  • Explain how you have benefited from our services and advice
Step 2
  • Ask the person if they would like to meet us
  • Call my office and with their permission provide us with their name, address, and telephone number 
Step 3
  • Share with your friends: 
      • There is no obligation
      • We will send them a pre-client meeting Client  Kit
      • We will call them to set up an introductory meeting to determine if there is a “fit”

Other ways to recommend us: 

Bring your Guests out to one of our Events to meet us in person. Please ask for a list of scheduled events for the year. Subject to certain restrictions.

Disclaimer

LWP Legacy Wealth Planning 2022®
iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates. This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered. Insurance products and services are offered through LWP Legacy Wealth Planning Ltd., an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.