We might be in the financial advice business, but we’re also in the relationship building business. The relationships we build with our clients are the key that build the trust and connection we have with them.
In the high net worth space, building the right relationships with the right professionals can help your clients with their unique needs really can be a huge key to offering a great client experience. One of our advisors, John Klotz, knows this well. John has built a great relationship with our IPC Private Wealth division and relied on them to help build a better relationship with his clients.
John Klotz is the founder of Northwood Financial based in Toronto and has over 20 years of experience in the financial services industry.. He’s a graduate of the University of Toronto (BA) and the Canadian Institute of Financial Planning (Toronto) . He is a member of the Financial Planners Standards Council in Canada and a member of Advocis, formerly the Canadian Association of Insurance and Financial Advisors. He is also President of Northwood Mortgage Life .
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Cheers,
Chris
