BROUGHT TO YOU BY
THE AGF INVESTMENTS AWARD FOR
ENGAGEMENT, LOYALTY AND CUSTOMER CARE WINNER Melanie Gotts
BMO Nesbitt Burns
FINALISTS Chris Lennox
Lennox Financial Group
Danielson Group Wealth Management of Assante Capital Management David Barnsdale
Barnsdale & Hussain Wealth Management Group of RBC Dominion Securities
Julia Chung
Spring Financial Planning
AGF INVESTMENTS celebrates its 60th anniversary this year – so it knows a thing or two about the importance of keeping customers happy. “We recognize how hard it is to maintain your client base while also building your business,” says Chris Jackson, AGF’s chief information officer and SVP of IT and operations. “We’ve been in the business for 60 years, and we’ve always put our clients first. This award meshes with what we’re all about.”
“I spend a lot of time listening to clients to find out what they want me to do. I do what I can to help them out and make them successful” MELANIE GOTTS
Kevin Daley
BMO Nesbitt Burns
Rod Tyler
Melanie Gotts of BMO Nesbitt Burns clearly concurs with that sentiment, as she picked up the award for her commitment to client care. “I take the time to meet with clients and spend time with them,” the Regina-based advisor said at the awards ceremony. “Over the years, I’ve been at birthday parties, funerals and all kinds of events. It’s important to connect not just with a client, but with their family, too.”
TD Wealth
The Tyler Group Financial Services
The McClelland Financial Group of Assante Capital Management Troy Busniuk
Sun Life Financial PROUDLY SPONSORED BY
Founded in 1957, AGF Management Limited is a diversified global asset management firm with retail, institutional, alternative and high-net-worth businesses. As an independent firm, we strive to help investors succeed by delivering excellence in investment management and providing an exceptional client experience. For more information, visit www.agf.com
Chris Jackson AGF Investments
Melanie Gotts BMO Nesbitt Burns
www.wealthprofessional.ca www.australasianlawyer.com.au
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