Introducing One of Canada’s Top Financial Advisory Teams: The Waterfront Group
The Waterfront Group, of Wellington-Altus Private Wealth, is one of the top-rated advisory teams in Canada located in Burlington Ontario. Not only have they been nominated as one of the top advisors in Canada for alternative investments in 2020 by Wealth Professional magazine1, but Dan Wynnyk and Lance McDonald have been on television and featured in top publications in Canada. With these two strong leaders at the helm, The Waterfront Group remains high-end, genuine and dependable with no sales quotas.
Business operations
When asked about how their team stands out amongst so many, Lance McDonald answered with ease. “We help people figure out what they want out of life, get families on the same page, and then structure a financial plan to help them accomplish their goals. We help remove emotion from investing. We offer peace of mind through our all-encompassing wealth planning process so we can help you plan for not only your future, but your legacy.”
Ensuring Growth
In the world of finance, it’s not always easy for a strong investment team to continue with momentous growth. However, Dan and Lance seemed to have found a solution to this challenge. “We continue to grow by doing an amazing job for our clients. By making those connections and fostering them, it gives us the opportunity to meet friends and family of our clients. Thankfully for these recommendations, we can have frank and genuine conversations with prospective clients, and therefore we can determine a plan that best benefits everyone. No one is made to feel like a number because they aren’t one. People deserve to be treated as people and with kindness and honesty in all aspects of their lives.” Says Dan Wynnyk.
Source of motivation
Their number one source of motivation is knowing that countless people in the community need their help. Both Dan and Lance know that pushing the envelope is highly important in the financial industry as it allows them to broaden their reach and abilities, and in turn help those in the community. They take it upon themselves to ask the hard questions and challenge industry norms, so no one is left behind, and no concerns go unaddressed.
Advice to startups
When prompted with this question, both Dan and Lance paused, determined to give the most truthful and important piece of advice they could. “Don’t just be good at listening, be amazing. Clients and prospective clients have come to you for help. It’s your job to figure out what they need and explain to them where you’ll be able to add value.”
The ICM Asset Management Award for Advisor of the Year — Alternative Investments: https://wpawards.ca/winners-and-finalists/2020-winners-finalists#v
