Clinton News-Record, 1986-04-02, Page 26To give the reads' aview of
what has taken place, it, is Irs
:,
portant to tolipa�► thethepath ot
the Financial Ceritre from its
'Inception to the Present
Originally y,
n!t
I allDe nle° Little and
7
Frank Little bath:: were in
separate life insurance
businesses working on their
own.
After a short number of
months, Dennis joined forces
with his Uncle Frank, They had
an idea, by promoting
seminars, printing regular
newsletters, and by doing
more involved planning, they
would generate a clientele that
would last.
Dennis and Frank felt they
would have to diversify their
product line, not just pro.
Inciting insurance products
o g'
but a wide Variety .of in4
as well, order to Ia
Ye��m�ertt$
establish a bond of trust that
*old .result in along relation -
Ship with each client, a.
•it was apparent then that
Dennis and Frank. could exw
pard ontheir goais if they
branched into the mutual fund
sector. Dennis took, °this
obligation under his Wing; to
attain .the present entity'.
At the same time this was
taking place, John 'LItt#e,
Frank's son, entered • Into `the
Best
Wishes•.,
Compliments of
CENTRAL
TRUST
BeSt.
wishes
Compliments of
CORONET
TRUST
Best
Wishes
Compliments of
CREDIT , 4
FONCIER
bueiness�Ccs titers becomu and Insurance Agency
p
p
Regal Capital ".pi.anners
s ohn's main Ltd. are the tWo entl les work-
i�uslheas �e J
Ink.to ,manage the ongoing onncept, the orriglnet AS; tri,
.v � :stments *MO prornotcs
operatton� � •A . Y
a'r nteed Investments,
• '�llth.ihe.�t►�dltinnel lic+�nsi'ng. Gi� ,., , �:
in 'Place, thea, eeurities Corn- Short Term:. Notes, Treasu ,►
mission roo :red that Dennis .Bilis, Canada S`avinge Bonds,
and John, Who are both !icons- Annuities and lnsurfMce pro®
ell in securltles, retain an Iden- ducts all on *brokerage basis
tity.of their own,' As' a result, and Regal Capital Planners
Dennis and John parted from
ADS, Investments and con-
ncted themselves with Regal
Capital Banners Ltd.,
ing a very Inti slant' part of the and leg
res onsibilit y>,ai ►ng.with helps Ing under the Flnanc al Centre
Which specializes in the sale
and promotion of various
mutual funds. These two com-
panies work' hand in hand
Canada's largest independent dealing with people's financial
investment .dealer.. situations to give them the
Thus, the;Firtancial Centre beet value . and the . highest
concept yeas taking .,place, after tax : returns on their.
Dennis a d `Frank could pro- dollen;
. , n
sent themselves as a unified . At present the planners at
force` . Oki t° **rate Com. th e Financial Centre work In a
's
r'
panics arld their clientele general app ach to one
could pe,
res"o•
oulA •
them. as one. • financial planning, They have
The Financial•Centre"is•noW taken a;, broad 'view in
owned and operated, by Frank understanding taxation, in -
Little,' Denis -Little and John vestments, insurance and the
Littler These three men, have psychological aspects of
CO:irne together through growth,.. finanalal` planniing ,and snake
and through the demands sure one's' objectives and
placed on :them by the in- wants actually do Corrie to the
duetry itself: A. i1mited cos- surface.
Potation was: formed which In order for a company to
now houses 'Sean people. survive effectivelti however, it
Presently,
ntl ABC, Investments : is most .important.for the peo-
ple within the centre to
epeclaisw
l in areas SO they can
give the client the maximum
information and efficient ser-
vice
ervice he or she requires.
For ex ,mie, corporate
beneffa
i area of specific
x a .n-
problems and specific tax
regulations can be monitored
more effectively; by one per-
son,
erson, The same applies in tax
planning and for the sale of
stock's and bonds. It is impor-
tant
mportant for the Financial Centre to
develop these professionals,
each qualified in his specific
area.
This process of becoming a
knowledgeable person
specializing in one area as well
as having a broad understan-
ding of the tie-in products and
services that are affiliated with
that area will come quite
quickly in the near future. This
is because of the increasing
demands placed on us by our
clients, a more sophisticated
clientele seeking better, quali-
• ty, more information and
deeper understanding of
various products. We have to
understand every _ aspect of
the product and the client's
problems and ' put the two
together to make sure they
Best
Wishes
Complimenttof
•
HOUSEHOLD
TRUST
" Best
Wishes
Compliments of
REIONAL
E!,Iest Wlshes
to the New.
Financial Centre
•
r`Fr
MANAGEMENT LTD.
Best Wishes
to the New
Financial Centre.
ON.T
FuNDS1
Best
Wishes
Compliments of
WELLINGTON
TRUST
Best
Wishes:
Compliments oft
COUNSEL
TRUST
Best •
Wishes
to the
New
Financial
Centre,
r
41