At Gibbings & Associates, we pride ourselves on providing personalized and comprehensive financial advisory services tailored to meet the unique needs and goals of our clients. While we aim to assist individuals from all walks of life, we have found that our best work is often achieved when partnering with a specific type of client - Our Ideal Clients.
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Our Ideal Clients are successful individuals and families who value the expertise and guidance of a trusted advisor and are willing to actively engage in the financial planning process with our team of experienced professionals. |
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Our Ideal Clients are strong advocates of our award-winning planning process, The WiSE AdvantageTM and our award-winning client service delivery model, The WiSE ExperienceTM and have confidence in our transparent value-delivery model. |
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Our Ideal Clients share our values of integrity, professionalism, and a commitment to excellence. |
At Gibbings & Associates, we believe that clients are our greatest advocates.
When clients refer a friend, family member, or colleague who embodies our values and is actively engaged and motivated, it's the ultimate testament to your confidence in our team.
The Ambassador's Club is our unique referral recognition program designed to honour and reward the transfer of your trust.
The annual Ambassador's Club event is our opportunity to express our gratitude for your trust and partnership, which allows our team to grow.
To join the Ambassador's Club, share your experience as a client and refer friends, family members and colleagues who are a match for Our Ideal Clients.
Once they become a client, you and your referral(s) will be invited to celebrate together at our annual Ambassador's Club event.
For more information about our Ambassador's Club program and how to qualify, please click here to contact us.