Our brand story.
We believe sound financial advice improves people’s lives, but most people have neither the time nor the expertise to figure out what advice is best for them. We’ve developed a simple, straightforward financial enrichment program that provides our clients the freedom to ....
live for today. plan for tomorrow.™
JUST RELEASED... Our 68th episode of the Success Leaves Clues Podcast - with your hosts Robin Bailey and Al McDonald.
We sit down with guest William (Bill) Wallace FRSA who leads the executive team at Routes Transport Group in the Development of the Food Service Business Unit. He joined the company with a broad history and experience both in the transportation and cold storage industries. Prior to joining Routes, he served as Director of Business Development as well as Vice President of operations with major transportation and cold storage companies in Canada and the USA.
Bill shares some wonderful stories with Robin & Al, discussing his journey from Broadcasting to Transport as well as how he has helped transform their company culture into one that encourages all employees to become solution providers not order takers.
Click the microphone to listen to the full episode.
We sit down with guest William (Bill) Wallace FRSA who leads the executive team at Routes Transport Group in the Development of the Food Service Business Unit. He joined the company with a broad history and experience both in the transportation and cold storage industries. Prior to joining Routes, he served as Director of Business Development as well as Vice President of operations with major transportation and cold storage companies in Canada and the USA.
Bill shares some wonderful stories with Robin & Al, discussing his journey from Broadcasting to Transport as well as how he has helped transform their company culture into one that encourages all employees to become solution providers not order takers.
Click the microphone to listen to the full episode.
OUR guiding principles.
Improving the Lives of our Clients
We work to improve the lives of our clients by providing sound financial advice and putting our client's interests ahead of our own at all times.
We work to improve the lives of our clients by providing sound financial advice and putting our client's interests ahead of our own at all times.
|
Accountability
We work to honour our commitments and exceed expectations, both to our clients and within our team Empowerment & Self Reliance Our team is entrusted to embrace our guiding principles in concert with their ingenuity to “figure things out” so that they may enhance the lives of those with whom they work. |
WOW! Experience
We passionately strive to provide a WOW experience to everyone who deals with us so that they become our biggest fans and supporters. We work to build long-term relationships that reach beyond the lives of our clients to, in turn, touch the lives of their families and the next generation.
We passionately strive to provide a WOW experience to everyone who deals with us so that they become our biggest fans and supporters. We work to build long-term relationships that reach beyond the lives of our clients to, in turn, touch the lives of their families and the next generation.