Session Description

In this presentation, Tim Cestnick will share insights into a new approach to advising clients. This approach can motivate a client to act on advice in a timely manner, and can move any professional quickly into the realm of the most trusted advisor. This is an approach that Cestnick and the firm he founded — one of Canada’s most successful family office firms — has been using with much success for years. You will build a hedge of trust around your clients and will see an acceleration of referrals from your best clients.

Biography

Tim Cestnick, FCA, FCPA, enjoys a reputation as one of Canada’s most respected experts and public speakers in the area of tax and personal finance. After founding one of Canada’s leading wealth advisory firms, WaterStreet Family Offices, Cestnick sold that business to Scotiabank in 2010 and is currently managing director, advanced wealth planning, for Scotiabank Global Wealth Management. He consults and speaks in all areas of personal finance. Cestnick is tax columnist for the Globe & Mail, Canada’s national newspaper, has authored 18 bestselling books, and is a regular contributor and on-air personality on the best-known money shows on radio and television.

WaterStreet Financial Inc.
2004 Highview Drive
Burlington, ON L7P 0P3 Canada

Email: tim@cestnick.ca
Phone: +1 905-330-4569
Website: www.timcestnick.com
Twitter: @timcestnick