2024 was a remarkable year for our practice, and we are committed to elevating our client service and capabilities even further in 2025.
As we continue to innovate and grow, we are prioritizing several key initiatives in the first half of the year:
Q1 Client Survey: To further enhance our practice and ensure client experience exceeds expectations, we are inviting all clients to participate in our brief client survey. Client feedback is invaluable in helping us build a better practice. The survey is open until January 31, 2025.
Welcoming New Clients: As our team grows, we have capacity to add 4-5 new clients this quarter. If you know a colleague, friend, or family member who could benefit from our services, we’d be delighted to connect. Feel free to email me at simon.harry@wellington-altus.ca.
Introducing Client Connect: We’re thrilled to announce the launch of Client Connect later this month—a new portal designed to provide you with real-time portfolio monitoring and seamless communication with our team. A walkthrough video of the new portal is now available here, and each client will receive an activation email in the coming weeks.
New Bitcoin Video Coming Soon: I believe Bitcoin is well-positioned for further growth, making it a compelling alternative asset class to diversify nearly any portfolio. Before the end of the month, we will be publishing a new video of a conversation I had with our Chief Market Strategist, Dr. James Thorne, on capturing Bitcoin’s strength in 2025.
