Case Study: Amy values collaboration in her relationship with The Mactaggart Hryn Team

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For over five years, Amy Thompson has appreciated her trusted investment partnership with Mike Hryn. Transitioning her portfolio from a family connection to a professional relationship with Mike, Amy enjoys being an active participant in her retirement planning.

"Many brokers don’t appreciate that I might want to steer. It’s helpful that I’m taken seriously when I say what I’m looking for. He’s very open and flexible, easy to work with, and he takes clients seriously when they tell him what they want."

Amy values that Mike prioritizes incorporating her values into their investment strategy. "He asks about what matters to me and the values we might want to bring into the strategy," she noted. This approach has fostered a sense of trust and confidence in their financial decisions.

The team's collaboration with other advisors, such as tax accountants, is also important to her as it ensures comprehensive support. "They connect very well with our accountant, and their support is brilliant," she added.

"Mike doesn’t just talk, he really listens," she shared. This attentiveness is crucial for her, especially when it comes to respecting her investment experience and preferences.

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