client experience survey | April 2023

Posted by Thrive Wealth Management on 3/22/23 3:40 PM

Your feedback matters!

We are seeking to understand what is going well with your wealth experience and learn about areas where we can improve. To do that, we've partnered with Credential Research to survey our wealth clients.

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Aviso Survey April 25

Posted by Thrive Wealth Management on 4/25/22 8:59 AM

Credential Asset Management Inc., our partner in wealth management, is sending out a short 5-minute survey to a group of clients to gather feedback on their experience.

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Go Riders Go!

Posted by Thrive Wealth Management on 7/29/21 8:00 AM

We’re so excited to announce that we’ve teamed up to be the exclusive wealth management partner of the Saskatchewan Roughriders, with the introduction of the new Thrive Wealth Suites.

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Tags: Partnerships

Covid-19 Update (July 11, 2021)

Posted by Thrive Wealth Management on 7/13/21 2:54 PM

As of July 11, 2021 the province of Saskatchewan has begun lifting Covid-19 restrictions. After more than a year, these changes are likely to be met with a range of emotions and we wanted to provide you with an update of where we are at today.

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Tags: covid-19

Mandatory Masks Update

Posted by Thrive Wealth Management on 11/5/20 3:58 PM

Masks Are required in all Locations

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Tags: covid-19

RE-OPEN PLAN FOR PHYSICAL LOCATIONS

Posted by Thrive Wealth Management on 6/24/20 3:56 PM
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Tags: covid-19, coronavirus

COVID-19 CEO Message

Posted by Thrive Wealth Management on 3/13/20 5:36 PM

Twitter-MessageFromCEO

To our valued Thrive clients

The World Health Organization (WHO) has declared COVID-19 a global pandemic. Nations and provinces have declared states of emergency to slow the spread of COVID-19 giving time and space to our health care system. In light of these factors Thrive and our partner Credit Unions are looking to do our part in preventing further transmission. This has guided Thrive’s decision to limit in person interaction as much as possible. We are continuing to support our clients through secure virtual service delivery while practicing social distancing.

Secure Virtual Service Delivery

Our team remains fully operational to personally and securely serve you virtually. We are happy to serve you securely through phone, email, or online video meetings. Visit our website for Advisor Information or to Contact Us.

In Person Service Delivery Suspended  - (effective: March 18, 2020)

We have ceased in person meetings to the greatest extent possible, temporarily closing physical locations. In times where face-to-face transactions are required, we may make specific/tailored arrangements, while still practicing social distancing and safe hygiene. Please expect us to ask more questions about health, recent travel and safe ways to do business.

StockWorld Markets

World markets continue to exhibit substantial volatility as new developments surrounding COVID-19 unfold. To discuss your specific financial situation, please connect with your Thrive Advisor for a conversation and guidance.

Financial Supports

COVID-19 is having financial impacts in many ways including cashflow for households and businesses. Thrive, and our Credit Union partners, understand the worry our clients and members may be feeling, especially as it relates to your money. If you're facing financial challenges as a result of COVID-19 or the economic downturn, our Credit Union partners are here to help. Please reach out to your Credit Union directly, or to your Thrive Advisor, and we can help you connect with your Credit Union.

Stay informed, stay well

There is lots of information out there, some true – some not, regarding COVID-19. To help stay well informed here is a list of links to credible government sources:

We are continually monitoring the situation and will provide updates to clients in real time with access to expert advice. What matters most in times like this is looking out for each other.

 

Sincerely,

Jill Huls

CEO, Thrive Wealth Management

 

 

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Tags: covid-19, coronavirus

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