Sentences with phrase «as financial partner»

Your lender should be viewed as your financial partner and be giving you good advice and want to keep you as a partner for the long haul.

You are also in the same boat with public perception.In our case only 27 % of the Canadian public understands the role of a mortgage broker as a financial partner for life, not just one transaction.

As a financial partner, Lyceum does not want control.

Whether you are new to investments, need help managing your full portfolio, or are looking for coverage for you and your family, as your financial partner, we will help you determine the best plan for your financial growth and security.

As your financial partner, you can rely on us for professional financial guidance and convenient access, including both personalized and objective advice.

She serves as financial partner cross-functionally and leads to deliver operational excellence and financial results.

You can feel confident choosing us as your financial partner for this important milestone in your life.

I reached out to owners who were looking to sell and asked if they would be willing to stay on managing with me as a financial partner.

We have opened the dialogue as we advocate for client - centric funding and work with clients as financial partners.»

Not exact matches

As business owners pursue growth, they need to find the right financial partners who can help them achieve their dreams.

Treasury Secretary Steven Mnuchin said two weeks ago that the administration would ensure partners at services firms such as accounting, law and financial firms would not benefit from a new, lower pass - through rate.

We make the most of available government programs and incentives to create affordable units, even as we provide a return to our social impact financial partners.

This April, I partnered with the Council for Economic Education (which educates thousands of teachers annually, providing financial and economic curriculums for K through 12 students) to ask 28 entrepreneurs, editors and economists for their top tip for saving money as part of a social media campaign titled #MySavingsTip.

The problem, according to the plan's critics, is that financial entities such as private - equity, venture capital and hedge funds are all partnerships whose wealthy partners would see substantial tax savings on large portions of their income unless congressional tax writers find a way to exclude them.

Unless you can afford to employ others to perform these tasks, as a senior partner you will be responsible for: financial management, marketing, recruitment, human resources matters, ensuring compliance with applicable legislation and regulations, purchasing, inventory management, logistics and more.

As of Wednesday, 39.42 million Tesla shares were borrowed for short bets, representing 31 % of the shares available for trading, according to the financial - analytics firm S3 Partners.

Mills, who serves as Aequitas's chairman, and a colleague went about roping in partners and found plenty of willing participants outside the Maple Group: CI Financial Corp., Barclays Canada, IGM Financial, PSP Investments, OMERS, ITG Canada and even BCE.

• Financial Technology Partners named Vijay Sondhi as a managing director.

Since then, MDC has positioned itself as more strategic partner than benevolent financial overlord.

These days, the partners use e-Automate, financial software from Digital Gateway that handles metrics, as well as accounting, billing, and operations.

I just chose not to because I'm looking for the right VC partner or fund or bank, one that has the technical aptitude I need, as well as the strategic and financial aptitude.

Perella Weinberg Partners and Credit Suisse were financial advisors to Henkel, while Cleary Gottlieb Steen & Hamilton LLP acted as legal advisor.

Wittrock told The New York Times in 2015 that Mai «said that he still has this sense of frustration that no one paid attention» to the coming financial crisis, even as he and his partner warned of it.

Though you probably think of private equity partners as Wall Street financial engineers, Kadlic and Anderson are, in fact, more akin to the entrepreneurs whose businesses they invest in.

Garzik and his partner Matt Roszack expect the financial industry will begin using the blockchain for stock and loan settlements as soon as the end of this year.

Sometimes potential strategic partners may also be potential competitors, so you may want to present your plan in stages, saving sensitive information such as financials and marketing strategies for later in the process when trust has been established.

Adolfo Rodriguez, managing partner of the A / R Financial Group, has been focusing more and more on Social Security maximization over the past six years, conducting seminars for the public and for other advisors, as a service to their own clients.

And in speeches to some of the country's biggest banks, she highlighted her long ties to Wall Street, bantering with top executives and saying that she views the financial industry as a partner in government regulation.

Barclays and Goldman Sachs served as financial advisors to CVS and Centerview Partners provided financial advice to the CVS board.

The retailer had set the objective to grow its in - store sales and brand metrics during the holidays, and turned to in - store and online purchase records, financial data from its branded credit cards, as well as partner data.

He is not, as he admits, much of a numbers person, so he's happy to leave the financial responsibilities to his business and life partner.

The Asahi quoted another unidentified source as saying North Korea's «dialogue partner on security issues is America» but that the country «can only hope for large - scale financial assistance from Japan».

A dedicated partner and results - driven executive, Paul Roman has spent more than a decade at American Express Canada as a trusted advisor to companies coast to coast, helping them solve their financial challenges, attract new customers, and grow their businesses.

«When it comes to retirement, it is so important to get that money out of the retirement accounts as tax - efficiently as you possibly can,» emphasize Gary Plessl and Kevin Houser, certified financial planners and managing partners of The Houser and Plessl Wealth Management Group.

«People looked at Madoff as a financial guru,» says Jerry Reisman, a senior partner and commercial fraud litigator at Reisman, Peirez & Reisman LLP who represents numerous Madoff investors in the New York City area.

Drew McReynolds of RBC Dominion Securities said that while Esso accounts for an undisclosed fraction of the 10 to 12 per cent gross billings from non-financial and non-Air Canada partners, the minimal financial impact doesn't convey the overall effect on Aeroplan as it prepares for the departure of Air Canada.

Keep in mind that your partner may support your business in indirect ways as well, such as financial support while you start a new venture or emotional support in hard times.

While it's better to invest than keep money under a mattress, buying risk free securities, such as guaranteed income certificates or low - yielding government bonds, could actually be riskier than purchasing higher returning products, says Ted Rechtshaffen, president and CEO of Toronto's TriDelta Financial Partners.

Correction: A previous version of this article incorrectly cited UBS as one of the financial partners to whom Aspiration's customers owe fees.

(S - corporation shareholders report corporate financial results on their personal tax returns, just as partners do.)

Chief financial officer Anthony Noto said as much to CNN, saying the NFL arrangement was «one element of a much larger strategy,» and that the company is exploring similar opportunities with a variety of partners to bring «the best elements of live sports, live news and politics, and live entertainment» to the service.

The consortium headed by Bechtel — its partners are contractors CCC of Greece and Almabani of Saudi Arabia, as well as Siemens of Germany, which is supplying the trains — is shouldering all the financial risk.

• Jeff Chapman has joined Wellington Financial as a Menlo Park - based partner and head of healthcare and life sciences.

The company is both a 50 — 50 financial partner and strategic door - opener as it moves forward with POLITICO Europe (disclosure: their partner, POLITICO, is Capital's parent company).

Director, Scripps Translational Science Institute; Chief Academic Officer, Scripps Health; Professor of Genomics, The Scripps Research Institute, La Jolla, California; Editor - in - Chief, Medscape Disclosure: Eric J. Topol, MD, has disclosed the following relevant financial relationships: Serve [d] as a director, officer, partner, employee, advisor, consultant, or trustee for: AltheaDX; Biological Dynamics; Cypher Genomics (Co-founder); Dexcom; Genapsys; Gilead Sciences, Inc.; Portola Pharmaceuticals; Quest Diagnostics; Sotera Wireless; Volcano Received research grant from: National Institutes of Health; Qualcomm Foundation

PJT Partners is acting as financial advisor to T - Mobile and rendered a fairness opinion to its Board of Directors.

Centerview Partners LLC is acting as financial advisor to the Independent Transaction Committee of the Board of Directors of Sprint.

«We are grateful that the Government of Ontario stepped up to help us solve an unforeseen problem, and we are delighted to welcome Manulife, Sun Life and iA Financial Group as financing partners.

Aprio is also now a payroll provider, enabling us to serve as a single - source partner for all of your financial, payroll and HR service needs.

As revealed by The Australian Financial Review on Thursday night, Foxtel is underpinning the new deal, and Ten and Seven were locked in battle to be the Murdoch - owned subscription service's free - to - air partner.