After a couple of months of renovations and finishing touches, we’re happy to share a few before and after pictures of our space. If you’d to like stop by to see in person, you can find us on the second floor of Britannia Plaza. Otherwise, take a look below and let us know what you think!
Just a friendly reminder to everyone that you have three days to file your t-slips for the 2018 calendar year. If you’re unsure whether you need to do this, be sure to reach out to your accountant. It can sometimes make sense to pull out a dividend even if you don’t need the income immediately. This is especially true when you have a large purchase or withdrawal coming up in the next 2-3 years.
Here at Cascade we’ve been busy renovating our new space and working towards our goals for the New Year. We anticipate having the new location operational by mid-February. The place is coming together nicely and we’ll have some before and after pictures to share soon. In the meantime, here is a sneak peak at the (centrally located) new space under renovations.
Also, we’d like to send out a shout-out to Magda Gawlik from MMADE DESIGN who helped us with the design process. She was great to envision a few options for us, and help us sort out which one we liked best.
With Christmas fast approaching, our team is scaling back our hours until the New Year. We’re still available for communication, but any non-urgent requests will wait until 2019.
We wish you an enjoyable holiday break with your family and loved ones. The next 10 days will go very quickly – take the time to slow down and appreciate all of the little reasons why you work so hard for the rest of the year.
With Cascade officially up and running, we wanted to take a moment to share some of our story and what exactly it is that we’re doing for our clients.
We have two updates today, the first being on our location.
Currently, we occupy a space in the Beltline that is centrally located and conveniently offers parking. This has worked well and we have been serving our clients from here. However, we’re happy to announce that we’re renovating our permanent location, located outside of the core but very central and with ample free parking. We’ll formally announce the location in the coming weeks so stay tuned for this.
And second, we wanted to say thank you to all of those who have supported us on our venture. Today, we’re especially thankful for our service partners who have been instrumental providing exceptional service for our clients. We work with teams of Financial Advisors, Bookkeepers, Contract CFOs, Bankers, Lawyers, and others to ensure that client needs are being met and expectations exceeded. We’ve had a number of meetings over the last two months with our service partners to ensure our service standards continue to be upheld, and these meetings have reaffirmed that we’ve surrounded ourselves with the right people.
If you want to give a shoutout to any of your favorite service partners, I encourage you to do so below.