“When we determined late last year that we wanted to change our RRSP provider, it was fortuitous that I metTim Matchim, the President of Partners in Wealth Solutions. Tim was very responsive to answering any questions that we had and to addressing the concerns we had with our incumbent RRSP Provider. Tim provided us with a couple of very reputable options to sign on with and provided an objective assessment of which firm would best serve our objectives. When we landed on Sun Life as our provider, Tim and his team coordinated all introductions, documentation, presentations and onsite information / sign-up sessions with all our locations (Calgary, Edmonton, Lethbridge and Red Deer). The timeframe for implementation was extremely tight as we made the decision in late-October and wanted to have the new RRSP program communicated to all employees and implemented by mid-December so that the program was in place for current year RRSP contributions. Tim and his team went above and beyond to work with us to meet our target deadline and have been integral to the continued success of this new program. Tim and his team have maintained positive communication with my team and have facilitated our employee education about the Sun Life program. Partners in Wealth is a true ‘partner’ to our business and to our employees’ financial future! Thanks Tim!”