Wealth & Finance International - Wealth & Money Management Awards 2016

Wealth & Money Management Awards 2016 48 Personalized Investment Planning Inc. Best for Corporate & Individual Financial Planning - Canada Personalized Investment Planning have been providing exceptional management and advice for over a quarter century in the areas of Insurance, Guaranteed Investments and Financial Planning. We invited Michael Gentile, the firm’s President, to tell us more. Company: Personalized Investment Planning Inc. Address: 1644 Highland Rd W. Unit 5, Kitchener ON N2N 3K7 Phone: 519.886.2707 Fax: 519.886.0080 Website: http://www.benefits-plus.ca/ Personalized Investment Planning is in the financial planning and asset management market, with a key focus on serving high net worth individ- uals. Michael outlines the services the firm provides to its clients. “Here at Personalized Investment Planning we provide our clients with a wide variety of services including mutual funds, pensions and corpo- rate/ individual insurance. “Our approach to ensuring our continued success involves communi- cating with clients in order to gain a clear picture of their requirements. We provide a detailed questionnaire for them to fill out which enables us to understand their needs. This is the first step to meeting these needs, and this client focused strategy has led the firm to its current position.” WM16012 For his final comment Michael emphasises the firm’s mission, which embodies the company’s dedication to client service. “To conclude, we sincerely believe that it is our work ethic and cor- porate mission: ‘not to meet but to exceed our client’s expectations’ which have been instrumental in becoming an award winning financial services institution.”