The AGF Award for Engagement, Loyalty and Client Care
As the winner of the coveted AGF Award for Engagement, Loyalty and Client Care, TWM Group knows the value of a truly client-centric approach. “We stand for a comprehensive service proposition aimed to help our clients reach their goals with peace of mind,” explains Nader Hamid, co-founder of TWM Group. “Our investment committee’s research and analysis help us build the most robust portfolios in a fast-changing environment. In 2020, our exposure to alternative investments helped us navigate the pandemic crisis. Our meticulous due diligence process ensures each position has a sound economic rationale, clear visibility and a sound legal structure.” Hamid also explains TWM Group’s proposition involving comprehensive services and improved efficiency. “We offer portfolio management, retirement and estate planning, tax minimization, cash flow planning, business succession planning, and benefits and pension administration. In 2020, we adopted one of the world’s leading CRM platforms in financial services to improve operational efficiency and ensure our service goes smoothly. Last year, we also produced a new video series addressing current events. Our goal is to make sense of all the media noise, especially when there was a risk of media overload anxiety.” These efforts gave TWM Group the versatility to go above and beyond in client care. The team often adapts their operations to individual cases, demonstrating why their approach is such a winning one. “Only through very efficient operations can we go that extra step,” Hamid says.
BUSINESS CONTACT DETAILS:
Company name: TWM Group
Email: [email protected]
Phone number: 514-227-2700
Website: www.twmgroup.ca
