Hyder Hassan, Wealth Management Specialist, Canadian Western Bank, Calgary, Alberta
“It’s been uplifting to compete with best-in-class planners who are working hard to develop their knowledge, processes, skills, abilities, and other attributes to help enhance the quality of their client’s lives.
I have also personally benefitted from the judging review process. I’m humbled to have received critique from world-class judges, who are authorities in the planning world. Their validation on our financial planning process has been one of the highlights of the competition for me.
At CWB wealth management, we believe in being crucial to our client’s futures by “going beyond money matters- and taking a ‘whole person’ approach”. Therefore, this competition has confirmed that we are in fact being crucial to our client’s financial success and happiness by following a financial planning process that has been objectively recognized by world-class judges.
Thank you again to all the judges and committee members for making this happen.”