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Confidence in the right people at the right place
The Franz Group serves investors as part of
MacDougall, MacDougall & MacTier Inc.
Do you say things like this? Are you a potential client of the Franz Group?
“Jack, our financial advisor, keeps telling us that we’re
going to be ok but he won’t give us the numbers to back it up. He
just repeats himself.”
“I don’t know what I should do. I don’t have a plan.”
“I’m fed up. My broker wants me to move my mutual funds and
I don’t because it’s going to cost a bundle in fees.”
“I never hear from my advisor and when I call, I always get voice mail.”
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Adena Franz
Portfolio Manager
Pina T. Tria
Investment Rep.
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These
investors, many of them baby boomers, want to know that they’re going
to be OK. While each may be considered sophisticated with their
$500,000 portfolios, they also have varying degrees of understanding
and fear when it comes to matters of their money, investments, estates
and taxes.
They want to be safe from those unknowns and they want to
feel protected. They desperately want to have confidence that nothing
is going to go wrong and that their resources will support the
lifestyle they desire.
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The Franz Group at 3Macs offers exactly that: confidence, trust and respect.
When
clients sign up for portfolio management, a common reaction is huge
relief. Relief that they have finally found a trusted advisor with a
sustainable and profitable strategy.
They feel
confident. It’s dramatic. “Why didn’t you tell me
about you years ago?” is their question. “You guys are
everything you said you would be.”
Confidence
is based on getting reliable service. It is, we all agree,
more important than big returns, a killer tax strategy or fancy
products.
Here’s how we earn confidence:
Giving information.
Every investor needs information, advice and reassurance. We disclose
everything with complete candour, including how much our services cost.
There are no surprises.
| Telling the truth.
People can take a lot of bad news if they know it’s true, and they can
tolerate risk and disappointment, if they know they have the whole
story. One client says: “I only watch the bottom line. I know that when
I speak with you, I hear the truth.” |
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Demonstrating consistency.
There is integrity in everything we do because we do what we say
we’re going to do, all the time, every time. One client says,
“I’m a lot calmer in your hands than I was before. My wife
says that her life is immeasurably better!”
Communicating.
Our clients tell us what they need to feel confident. We listen.
More detail? More information? Never in a million years do we
presume to know what clients want or that all clients are alike.
Everyone is unique and goals are personal. Another client says,
“I’m always skeptical about the claims of financial people.
You, however, have kept every promise. All my expectations have been
met. Time with you is gold.”
Providing a safe place.
Clients trust us for the way we do things, in our disciplines and
unique processes. They feel safe and secure. They know their plans
aren’t at risk and they are confident in our way of getting them
to the finish line.
We invite you to join us.
Call us at 514-394-3771.
Let’s get going!
 MacDougall, MacDougall & MacTier Inc.
The Franz Group
1010 de la Gauchetiere Ouest, Suite 2000
Montreal, Quebec H3B 4J1
www.3macs.com
Minimum investment: $500,000
The Right People
The Right Place
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