Finance

Building client relationships – Key to dedicated financial planning service

Unlike simple transactional services, truly personalized financial planning requires advisors to have an in-depth understanding of each client’s unique needs and goals. For advisors like Serge Robichaud, steadfastly dedicating time to foster client relationships is the cornerstone to providing exemplary service. After over 15 years in the finance industry, Serge has refined a client-centric approach […]

Insurance Agency

Why Liability Insurance is a Must-Have for Your Commercial Lease Agreement?

In the hustle and bustle of running a business, entrepreneurs often overlook certain aspects of their operations. One of these critical, overlooked elements is the importance of proper insurance coverage for commercial leases. In this article, we’ll explore why liability insurance is necessary and how it protects both the landlord and the tenants in a […]