Hello! Thanks for meeting!
It is always a pleasure to have a chance to reconnect! If you would, please answer these few brief survey questions. This will help make sure we've covered all our bases. Thanks again. The team at Summit and myself are deeply grateful for the trust and confidence you've placed with us. I look forward to speaking with you again real soon!
-- Gary James CPA, CFP®, AIF® | Vice-President, Financial Advisor