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Excel Group Celebrates their 10th
anniversary serving clients
in the US, Canada and the Caribbean

Recently Excel Group
celebrated their 10th anniversary overlooking the city with a
wonderful view from the 54th floor at Canoe Restaurant. With team
members coming together there were many memories to be shared, as
well as the odd roast of Chief Performance Officer Chuck Reynolds.
Says Reynolds, "I think the success of any organization is
in its people. I feel really blessed to work with a great team which
is more like a family. In addition to that, we serve some great
clients who often become friends as we grow together over the years.
It never feels like work when colleagues and clients are passionate
about what they do."
Chuck was also serenaded by advisor,
friend and colleague Doug Roberton, with
a rendition of Amazing Grace,
titled
"Amazing Chuck - How you have grown"
"Having known Chuck for more than 15
years now, I can say that Excel's success
comes from his integrity and passion for
helping people. Oh, and of course, having
great advisors" says Roberton, with a
smile.
Our thanks to all
clients and subscribers - We consider it an honor to serve you.
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