June 12, 2009
To whom it may concern,
I am the owner and operator of a fmancial planning firm in Osoyoos, BC, conducting business in the community for the past 15 years.
About 2 years ago I was looking to hire a marketing person to help advance my business. It was at that time that I hired Nancy Boisvert as a consultant and she has been working with me ever since. During this time she conducted a variety of duties involving marketing, public relations, policies and procedures, securities compliance, and customer service.
Nancy was very keen to learn all aspects of the business and even took the initiative to get herself licensed; in a very short time I might add. Since she joined our frrm we have steadily grown all facets of our business but more importantly, we have further streamlined how we operate the business by systemizing the internal processes. This has increased our efficiency and increased our bottom line. Nancy’s coaching abilities have been greatly appreciated both by me and all staff.
Nancy has been an integral part of the success of my business and I am sorry to see her leave. Her flagrant charm and endearing personality will be sorely missed. She has truly touched the lives of everyone in our office and my extended client base. Her splendid behavior and caring attitude, in my opinion, far exceeds the expectations of any business owner.
I sincerely wish Nancy all the best in her future endeavors and I have made it clear to her that should she consider returning to Osoyoos, I would welcome her back to our organization with open arms.
Rod Rezka, H.BSc., CSA
Investment Planning Counsel