About Us
With a focus on empowering people with optimal savings and protection plans, Greatway Financial Services has helped thousands of Canadians achieve their financial goals. Retirement planning includes creating tax free lifetime income - the most powerful strategy available. Complete flexibility for contributions - you choose the frequency and amounts. www.mgeronazzo.com
How We Got Started
Greatway Financial Services has a long standing history of serving Canadians for over 13 years. The company is a nationwide provider of Insured Retirement Strategies and a variety of additional financial services. Headquartered in Calgary with over 30 office locations across Canada. The company is expanding rapidly with over 30% annual growth each year.
The products and services we offer
Recommendations Received (30)
"Marina is a fantastic resource. She is very professional, knowledgeable, helpful and genuine ..."
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"Marina is a fantastic resource. She is very professional, knowledgeable, helpful and genuine
Marina will ensure that your tax free $ stay tax free. "
"Marina is committed in helping Canadians to achieve financial well-being."
Products & Services
• Tax free growth
• Tax free survivor benefit
• Tax free lifetime income
• Creditor protected
• Contribution flexibility – you can change the ...
Gallery
Recommendations Given (21)
"Daniela is an outstanding professional with an exceptional skill set and vast experience. She is..."
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"Daniela is an outstanding professional with an exceptional skill set and vast experience. She is devoted to her clients and offers tremendous advice and expertise. I have benefited tremendously from her experience and insights. Reach out and discover how she can help."
"Sandra is a dedicated professional with an outstanding system to help business owners save more,..."
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"Sandra is a dedicated professional with an outstanding system to help business owners save more, keep more, plan for expenses and structure their business income so they are paid first - and commitments are covered. Reach out to her to learn more!"
Recent Activity
Always seek to help others - find out what they may need and genuinely try to help with connections and ideas
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Always seek to help others - find out what they may need and genuinely try to help with connections and ideas
Referring them to resources and online networking events
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Referring them to resources and online networking events
1 Reply
Never tried a digital card interested in the concept if someone can share details
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Never tried a digital card interested in the concept if someone can share details
Networking has been a significant factor in finding new clients and just the sheer fact of connecting with everyone you meet. I'm looking at online resources and leveraging other avenues as well.
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Networking has been a significant factor in finding new clients and just the sheer fact of connecting with everyone you meet. I'm looking at online resources and leveraging other avenues as well.
Balancing all the elements of a growing business - family, friends, fitness, etc. I'm sure I'm not alone and many others likely have similar issues in contending with the many elements of a busy life.
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Balancing all the elements of a growing business - family, friends, fitness, etc. I'm sure I'm not alone and many others likely have similar issues in contending with the many elements of a busy life.
Be authentic and genuinely interested in each individual that you interact with. People respond when they know you care about them. Offer your service as something that will truly make a difference for them
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Be authentic and genuinely interested in each individual that you interact with. People respond when they know you care about them. Offer your service as something that will truly make a difference for them
most clients are coming through personal contact rather than online.
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most clients are coming through personal contact rather than online.
I have found that building relationship and rapport with customers has been key. People buy from people they trust and that takes some effort but it is so worth it!
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I have found that building relationship and rapport with customers has been key. People buy from people they trust and that takes some effort but it is so worth it!
Lanzo and Linda have already outlined some good strategies and I would reiterate. It is essential that you have a working contract or at least a signed document from your client that states exactly the work that will be done and fees that will be paid for that work. Timeframe and payment schedule...
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Lanzo and Linda have already outlined some good strategies and I would reiterate. It is essential that you have a working contract or at least a signed document from your client that states exactly the work that will be done and fees that will be paid for that work. Timeframe and payment schedule included. If it is a large project and you are investing a lot in it, a portion of 30% upfront is not unreasonable - particularly if this is a new client you have not worked with before.
