Introducing…Sensible Wealth Advisory Group

Wait… who is Sensible Wealth Advisory Group?

 

 

It is very important for us to remain well connected with our clients. In this spirit, we have decided to capture our identity by establishing a fresh and differentiated appearance that truly encompasses our philosophy and team.

We are proud to introduce our team’s new name. This name reflects our dedication and enduring commitment to provide you with prudent guidance and stewardship, every step of the way.

 

Sensible Wealth Advisory Group is the name through which our practice will now be recognized. Our affiliation and partnership with iA Private Wealth (our investment dealer), is unchanged.

 

While we’re introducing all things new, we would like to welcome Lori Redwood to the team! Lori joins us following a successful career in the legal field and will be working with us to assist with administrative responsibilities.

Good things come in threes, so last, but not least, we would like to share another positive development inside our practice.

At the beginning of the year, Michael McDonald completed the rigorous process of achieving the role and title of licensed Investment Advisor. Congratulations Michael!

 

Sincerely your Sensible Wealth Advisory Group,

Greg, Adrian, Mike, Marie-Loren, Helen, Lori and Shirley