Strategic Alliances: Lance Wiebe of Desjardin Financial

How long have you been a member of the Professional Referral Group (PRG) and what was your motivation to join?

Penny Lane of Royal Lepage and I founded the Professional Referall Group 9 years ago.  Our decision to form PRG was based on a need in our community to create a referral group of Professionals who have a longstanding reputation of offering excellent service for their clients.  Our continued success is a result of maintaining our high standards of Membership  and this has resulted in attracting top rated Professionals  who  to want to join our group.  We have limited the size of PRG to less than 20 so that our members get to know each other and get a good understanding of their business.  An exciting development that occurred last year was the decision to change our name from Pelham Referral Group to Professional Referral Group as our influence and member ship now covers the greater Niagara Region.

How have your clients/customers benefited from your association with the PRG?  How have you benefited from your association with the PRG?

Whenever I have a conversation with my clients we usually end up talking about some service they may need.It is rewarding when I can give them a business referral with confidence knowing they will be satisfied with that recommendation.

Briefly, tell us about one referral you are particularly pleased about.

I sat down with this very young couple in their early twenties who recently bought their first house together.  I was a little concerned that they had not thought through all the costs of running a household.  After we did a complete financial  review , I suggested they meet with Jon Elliot of Reuter and Reilly Insurance to see if there was an opportunity to save on their Insurance costs.  Jon met with my clients and was able to significantly reduce their insurance costs while maintaining  excellent coverage.  My clients were very happy with Jon’s friendly and Professional service.

Phone: (905) 401-2842
Email: lance.wiebe@dfsin.ca
Web: Click here to visit Desjardins Financial Security

The Professional Referral Group

The Professional Referral Group is a referral group comprised of trustworthy, reliable and knowledgeable professionals located in Pelham, Fonthill and the surrounding communities.

All members of the PRG have been screened to ensure they meet our high standards.  We only accept companies we can recommend. These are the people WE trust and refer. We hope you will too.

Visit us at www.professionalreferralgroup.ca for more information and membership inquiries.