To my Valued Clients,
As many of you have already heard, I will be leaving my current life sponsor, London Life, to incorporate my own insurance, investment and capital management firm early in 2012.
The name of the firm will be Rowe & Mali Wealth Management Services and will provide more products and services to my individual and small business clients. Furthermore, the move should allow me to better price current product offerings and allow for online investment account accessability.
The web site being developed currently will have the domain roweandmali.com and should be online in December along with a toll free number for clients outside of the Greater Toronto Area.
My main motivations for making the move are to better control future personal and corporate taxation, expensing, staffing and commissions.
I have teamed with associate broker advisors to offer a full range of small business financial tools including corporate savings, insurance, pensions and benefits, share buy-outs and small business(SME) start-up and expansion capital.
On the individual side, as a broker, I can now offer my clients a wider range of personal insurance and investments (RSP/RESP/TFSA/life insurance/etc) than before and with the introduction of margin, limited partnership and real estate investments, am better suited to offer my clients a large shelf of options. I will also be introducing brokered mortgages to my clients in the coming year, subject to approval from the Financial Services Commission of Ontario (FSCO).
All small business accounts including corporate savings plans and health plans will not notice any visible change during the initial transfer to my new firm.
It has been a pleasure working with new clients and meeting new people thus far and all current clients are invited to follow me to Rowe & Mali. I will be contacting each one of you to ensure that you are aware of the transfer details, changes of accounts or signatures needed, if you wish to continue with me. Please contact me directly if you have any questions or concerns for me.
Rowe & Mali is committed to Canadian Small and Medium sized Enterprises (SME). We provide financial tools to ensure a successfull start, continued growth and eventual succession of Canadian Small Businesses with 1-100 employees.
