Dear !*FIRST_NAME*!,
We were pleased to work with you and your team to support our valued clients' tax returns this year.
We have enjoyed cultivating strong relationships with our clients' tax advisor teams over many years. Recently, we find ourselves in a situation where several of our accountants are retiring.
We want to help our clients move to the right accountant as seamlessly as possible and well in advance of next tax season. To assist proactively in this process, we would like to know if you are accepting new clients and if we might meet with you over the summer months in order to better understand your practise and facilitate a referral.
!*FIRST_NAME*!, we welcome your response and will follow up with you shortly to determine your interest in taking on new clients.
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Best regards,
Smith Falconer Financial Group
CIBC Wood Gundy
CIBC Private Wealth Management consists of services provided by CIBC and certain of its subsidiaries, including CIBC Wood Gundy, a division of CIBC World Markets Inc. "CIBC Private Wealth Management" is a registered trademark of CIBC, used under license. "Wood Gundy" is a registered trademark of CIBC World Markets Inc. If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor.
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