The TK Advisor -TK Financial Group Ottawa Blog about Life Insurance, Critical Illness Insurance, Wealth Management and Estate Planning

Good Life being targeted as bad business !

I am getting tired of picking up a paper and reading articles like one this morning by Hugh Adami in the Ottawa Citizen about Good Life employees doing things to convince members about buying memberships and signing up for personal training . I do work out at Good Life and when I was approached once by a young trainer to sign up for private training I explained to her that I had a trainer at a private facility and I was not hustled. In any organization there has to be a system to monitor quality of work and delivery of services . I am certain Good Life head office did not tell their staff to tell people they will die early even though they may if they chose a unhealthy lifestyle . When are the journalist going to interview those people that have had a positive experience while working out at Good Life or any other facility . If you want a private  locally owned gym there are places like : Bariatric Medical Institute 613-730-0264 ,Lorne Segal , Free Form Fitness 613-270-0501 Jean Luc Boissonneault , Inclusive Fitness 613-212-1350 Rob Mathews, Ottawa Athletic Club 613-523-1540 and others . Big gym chains can never offer you what a private gym does and that is a fact because they are made for the masses . Let's see some positive stories about people gaining value wherever they work out to encourage people to get active !

Family Office , what can you do to create one ?

WaterStreet Group Inc. is a very well known successful family office headed up by Tim Cestnick and their clients have net worths over 25 million dollars .I have introduced Tim to my clients and he provides exceptional value based planning . Maybe you are not in that snack bracket to qualify for WaterStreet client requirements and that is not a show stopper . We have created a family office for our clients by bringing these disciplines into one team of advisers : legal , accounting , investments , banking and insurance . Often we are the quarter back which creates this family office from client's existing advisers and bring in specialists when needed . We get all the stake holders to attend the first meeting either in our office or clients . From there we have the magic happen and our clients are the  recipient's of a effective blue print and execution of the plan .

Building strong relationships !

Over the last 27 years in business , I have managed to develop strong relationships with my clients . I could not have picked a better career for me and let me tell you why . I meet all kinds of people during my daily travels ; doctors , lawyers , entrepreneurs . artists , executives from many industries . When I look back , I am truly privileged to served industry leaders as well as every day people and it has been a rush . My clients say that they think of me as a go to guy . Tell me what you need and I will look to find someone who can help you . My greatest pleasure is building my contact base while I am working to serve the clients.I look to connect my contacts to each other and in this way continue the growth of contacts while strengthening the relationship already in place . Being a trusted adviser is a blast because that is what I aspire to and helping my clients is easier through established relationships.

Helping our Clients Navigate Their Way to Success

The following document is an insightful, useful and efficient communication platform designed by Bessner Gally Kreisman to address developmental aspects in financing, accounting, planning and consulting.

Download news_and_views_oct07.pdf