This month marks our second year as a team at Invisor.In two years, we've stuck by our commitment to make Canadian investment and insurance services more accessible to everyone. We’ve made improvements and additions to our products, and expanded the breadth of our services. We’ve been fortunate enough to see our business grow and evolve. We’ve had pizza-and-beer lunches, and Friday afternoon putting tournaments. We’ve had a fun and rewarding two years, and are looking forward to everything to come in the next 12 months.
To reminisce on the past couple years, we asked our Co-founder and COO Dan Poole to share some of his favourite Invisor moments.
What’s the project or moment you’re most proud of?
Showing our commitment to offering Canadians access to tools that go beyond simple low-cost portfolios by launching InvisorGPS™. We launched the company with the mission to help Canadians reach their financial goals sooner, and the goal planning, tracking, and insurance needs analysis in InvisorGPS™ helps bring this mission to life.
What’s your favourite Invisor tradition?
We have some great traditions – beer Thursdays, pizza Fridays, and putting contests for coffee, but what I like most is that we remember to celebrate the ‘little’ successes; a project delivery, achieving a milestone in the growth of our business, or even a birthday or anniversary. We do this as a team, which provides a nice break in our hectic schedules and helps us all remember that we can accomplish anything when we work as a team.
What has been your most rewarding moment?
There have been so many since we launched, but I still find the feedback we have been getting lately from our partners at the large financial institutions very rewarding. They are amazed at how such a small team can deliver such a great product so quickly. While we often focus on what we still want to do, this kind of feedback reminds us of all that we have accomplished and how impressive it truly is.
What are you looking forward to in the next year?
Our recent entry into the advisor space, and the Invisor CoPilot™ service, will have us working with a lot of great advisors who share our commitment to helping Canadians reach their financial dreams sooner. I am looking forward to forging new partnerships and growing our businesses together with these key partners.
Help us celebrate!
In celebration of our second birthday, we’re gifting you a special birthday offer for the whole month of May.
Until May 31, 2017 when you open a new account, or transfer new money into an existing Invisor account, you could be eligible to get a cash-back gift of up to $200.
This offer is only available for new accounts and money transferred in, and is offered on a per household basis. Both new clients and existing clients are welcome to participate!
If you have any questions about the offer, please contact us at firstname.lastname@example.org.
Once again, thanks for a great second year of business!
The Invisor Team