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Teeter/Rotz Financial is very excited to announce several upcoming changes that will be of benefit and interest to you.
Effective February 1, 2019, Teeter/Rotz Financial have begun operating as:
(To learn more about IWA, please click on the logo above.)
IWA is an integration of our existing Financial Planning and Investment services with Sheppard, Kruger & Bowley, Certified Public Accountants, (SKB). IWA and SKB will be operating from shared office facilities at a new location. Our new office is at 261 Martindale Road (Unit 1) in St. Catharines, and the opening date was mid-February.
Rest assured though, the key items at Teeter/Rotz will remain unchanged. The relationships and service that you are accustomed to, will continue as always. I will continue to serve you as usual and Al Teeter will continue to be a valued resource available to all of us, albeit primarily from his home office. Basically we have retained what got us here and have added some exciting new relationships, people and services in order to serve you better.
This new relationship will provide you with additional access to the following auxiliary services:
IWA and SKB are independent businesses. However, when appropriate we can integrate our resources to complement your financial plan and investment advice.
I am also very excited to formally announce the addition of Wendy Wiebe to our team. Wendy has been working alongside me since June of this past year. Wendy is fully licensed and is in the process of completing her Certified Financial Planner designation (CFP).
We look forward to working with you and hope you are also excited about the changes. If you have any questions do not hesitate to contact us.
Integrated Wealth Advisory
Integrated Structured Planning for Your Financial Success