First members of the Accretive Elite™ Advisor Program announced
TORONTO, Nov. 17, 2011 /CNW/ - Accretive Advisor™ is pleased to
introduce the first group of Advisors to be welcomed into the Accretive
Elite™ Advisor Program. Accretive Elite™ is reserved for Financial
Advisors who demonstrate a track record of client service excellence.
This group is the first in Canada to successfully complete and pass the
independent qualification process.
According to Randy Ambrosie, Founder and CEO of Accretive, "The
financial services industry has lacked a standard of excellence that
helped Investors distinguish between the average and the exceptional.
That has all changed with the introduction of the Accretive Elite™
Each of the Accretive Elite™ Advisors passed (and must continue to pass)
annual rigorous and objective assessments of their practice across a
variety of service dimensions - professional conduct history,
validation of service offering and processes, and client satisfaction.
"Accretive Elite™ means that, most importantly, clients have validated
that the Advisor deserves the mark of excellence as a Financial
Advisor. It's a benchmark of distinction that sets Advisors apart based
on the conduct and practices of the Advisor and exemplary customer
satisfaction ratings," said Ambrosie. "We look forward to introducing
more outstanding Advisors to Canadians in the days and weeks to come."
The first Accretive Elite™ Advisors to earn this distinction are:
Sybil Verch, Victoria, BC
Christine LaLiberté, Vancouver, BC
Rod Tyler, Regina, SK
Doug Dahmer, Burlington, ON
Doug Leyland, Burlington, ON
Bob Sewell, Oakville, ON
Claudio Piron, Mississauga, ON
Stephen Hafner, Toronto, ON
About Accretive Advisor™
Accretive Advisor™ is an Accretive 360 Inc. company. Accretive 360 Inc.
("Accretive") provides marketing, research and practice effectiveness
services to the global wealth management industry. Our core strength is
combining proprietary data and research with an online platform that
empowers Investors and Financial Advisors to create more successful
financial relationships. We provide education, action and tools that
help Investors become more confident and Advisors more effective and
successful. In other words, our mission is to make 1+1=3. The Accretive
platform includes digital media, data and research, training and
development, marketing communications and consulting. For more
information, visit www.accretiveadvisor.com.
SOURCE Accretive 360 Inc.
For further information:
Executive Vice President
Corporate Development and Public Affairs