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  • Mario Mota

Happy Holidays!


As we bid farewell to 2023, we would like to take this opportunity to thank you for your continued support. Unlike 2022, there was no Grinch for the stock market; instead, we had a growing market recovery for Christmas as the inflation cycle has come to an end, collectively improving employees group savings plans! Beyond the financial aspect of our industry, the holiday season is an opportuntiy reflect and be thankful for the loved ones closest to us.


As the holiday season approaches, we would like to inform you of our office hours to ensure that you receive the support you need. Please take note of the following schedule:


Christmas Holiday: Closed Friday December 22nd afternoon (from noon) through Monday, January 1st


Reopen: Tuesday, January 2nd


If you have any urgent inquiries or require assistance, please do not hesitate to reach out to us via email.


In keeping with our yearly tradition, we like to keep everyone updated on our endeavors and upcoming plans to better serve our clients.


Continuing education, this year Cliff Steele, Mario Mota, and Mark Wiesel obtained their (CIM) Chartered Investment Manager and (FCSI) The Fellow of CSI designations. Additionally Neel Aggarwal and Mario Mota completed their (CEA) Certified Executor Advisor designation. Tamanna Verma completed her Canadian Investment Funds Course. Obtaining these courses and designations will ensure we continue to refresh our collective knowledge.


2023 continued our strong tradition of community involvement. Sponsoring local community events such as CRE Softball Game to support Kids Help Phone, Child Care Worker and Early Childhood Educator Appreciation Gala, The Kitchener-Waterloo Oktoberfest, Cambridge Foodbank, and various local Chambers of Commerce. We are proud to see our involvement grow and continue to give back locally to make a positive impact on our community.


From all of us at Regroup thank you for your time and sharing 2023 with us. We send our best wishes to you and your families. May your New Year be filled with good health, much success and happiness!


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