Recently I was contacted by a Canadian Credit Union that was interested in purchasing my business name as their own because it matches their marketing strategy. In all my years running a financial advisory practice, I've used the trademark and business name of Legacy Financial. While most clients are familiar with the business name, I have observed that the company name is of far less importance to most clients than the individual financial advisor they are dealing with.
The longer I work with people the more my experience confirms that it is the individual advisor who matters more to clients than the status symbols, logos and marketing. Many of my clients have expressed that they like me because of the care I take in helping them attain their goals rather than because of any business identity.
Therefore, I am excited to introduce to you my new business name of AESICA FINANCIAL. I chose this name as it has a unique meaning and history.
I have additional news as well. I am planning to move my primary Sherwood Park office in a few months. The new location will still be in Sherwood Park and I will send out another correspondence at that time confirming the new address.
My phone numbers and fax number will be remaining the same throughout the address and name change. Any Email contacts for my office will be changing as follows:
Richard's Old Email: richard@financial-legacy.com
Mike's Old Email: mike@financial-legacy.com
While the old Email addresses will still work for a couple months, I suggest you update to our new Email addresses right away to prevent any interruptions in communication.
I encourage you to call 780-467-0056 or email (richard@aesica.ca) if you have any questions about this change at all.
Cheers!
Richard Bylsma C.F.P. ©
Certified Financial Planner
