In light of the recent developments with COVID-19, Marquest is taking a proactive with our supporters and are proposing Skype and Live Stream meetings in lieu of one on ones, branch and client presentations.
We remain open for business and want to continue discussing tax strategies with you and your clients.
We know many of you have questions and understand that staying connected and in touch with your clients wherever they are is essential; therefore, we are working diligently to support you and your clients during this difficult time. If you need to contact us for a sales-related matter, please contact one of our sales representatives directly.
For advisors that were previously mailing in original subscription agreements, we will be accepting completed sub-agreements in digital pdf format by email at email@example.com or by fax to 416-365-4080. Keep the originals on hand in the client’s files.
We are available during this time to answer any of your questions.
Marquest Asset Management