Business Analysis

Below you will see a breakdown of relevant information regarding my business. Let me know if you need

any further details and I look forward to diving into more detail.

• Solely run private wealth management firm for about 4 ½ years that has recently incorporated.

• Looking to grow and scale my practice

• We specialize in life insurance solutions for affluent individuals and business owners to help

them reduce tax, grow their wealth and maximize leverage opportunities.

• Were looking for strategies and ideas to market to this group

• Currently serving Ontario and BC but open to expanding throughout Canada

• Website – Under Construction and open to feedback

• Access to all the top insurance companies

• Our focus is to make the process simple and efficient for the client. We focus on a team

approach to make sure the client receives the best recommendation process and is taken care

of from the initial conversation to implementation and on going service.

• Since the firm is still in the early stages here are the main things that were currently working on

o New Client Acquisition

o Improved Systems and Processes

o Different tiers of services for different levels of clients to suit their goals and needs

o Marketing the firm

If you have any questions or need further details on any of the information provided above, please let

me know.

Thank you,

Armand Wahab

CEO and Founder

Greenstone Private Wealth