The Kratz Group
CIBC Private Wealth
During his three decades of industry experience, Luke Kratz has developed and refined a process to help clients put the pieces of their financial puzzle together as their lives change and their needs evolve.
“My team and I were able to stay well while physically coming into the office during COVID-19 without interruption,” Kratz says. “Although we were not able to see clients face-to-face, we were able to conduct virtual meetings, which we had been doing since 2016.”
Because of their familiarity with the technology, Kratz’s team didn’t skip a beat in conducting client reviews. They also continued to engage clients through informational webinars and virtual events, which were well received and instrumental in solidifying clients’ trust over the course of the pandemic.