Gratitude and ReflectionPrecision Wealth Management
This past year has truly been one of change for us. As much as the long term plan has been crafted over numerous years, the implementation of our plan has kept us very busy. New faces, new spaces and the vision of such a great future coming together rapidly.
We welcomed Christopher Briggs as a new Advisor a year ago, this year we welcomed Tighe McMillan to help on the administration side. In September we added Iwona Nicastri as an Advisor and in November we added Jake Steele to the Advisory team as well. There are two more additions planned in the New Year. It’s been hectic to get this far and there is much to do to get it all settled but suffice it to say, as much fun as it has been, we are all glad to see 2017 fading into the rear view mirror.
Leanne, Tracy, Jessica and Tighe have put in enormous efforts to assist with all this and our firm has immense gratitude to them for the skill and attitude they bring every day. Stuart and Cliff enjoy being the senior ‘anchors’ and relish the leadership roles, as tiring as some days are. It has been more than great to watch Chris evolve within the firm. The upside that Iwona and Jake bring is also exhilarating to ponder. The team is building out and our capability has expanded considerably. As we come together we are excited at how our collaboration will develop and how that can allow us to serve you, and your families, for decades.
Our gratitude is for the team we have built, the opportunity you give us, for your overwhelming belief in us, for your extraordinary character and now for a professional future that gives us so much confidence about the many years we see ahead.
This holiday season let us extend our warm wishes to you and your family. We would like to thank you for your faith in us by providing many opportunities to serve you during our time together. Our clients are the essence of our work and you bring meaning to the work we love to perform. We hope to enjoy this privilege for many years.
Our office will close at noon on DECEMBER 22 and we re-open on MONDAY JANUARY 8. As always, we will endeavour to clear any messages left at our office and we will clear email as promptly as possible. Our goal is, and always has been, to be there when you need us. We hope that this Christmas brings you all the joy and happiness you deserve and that the New Year rings in with positive thoughts.
We look forward to seeing you in the New Year and beyond. Please stay safe and enjoy the season.
And more to follow…..