Welcome to Priya’s Corner, I’m Priya Bhardwaj and over the past several months I have been working alongside John Tabet as his Administrative and Executive Assistant. I am usually the first point of contact when you call our office and have had the pleasure of speaking with many of our clients and assisting with different matters. Whether it is setting up a time to meet with John, processing automatic deposits/withdrawals and transfers, or providing information/documents related to your portfolio or specific activities related to your account, most of the administrative matters are coordinated through myself. To handle any of these or other specific matters I am easily accessible via telephone at 905-338-8343 ext 239 or email at priyab@iagto.ca .
Now that a general overview has been provided about my role at Wealth-By-Design, I would like to take the time to explain the purpose of this forum/blog. Mainly it is to help provide valuable information and resources for you, our clients.
I intend to cover various topics pertaining to the products and services provided by Wealth-by-Design as well as provide helpful tips and hints related to, for instance, your monthly statements, RESPs, the Home Buyers Plan etc.
Be sure to check in and see the latest informative postings and I look forward to hearing your feedback and suggestions as the blog grows!