Global Excellence 2020

Acquisition International - Global Excellence 2020 101 Acquisition International - Issue 1 2020 29 Oct20041 addressed fully and on time, as well as total accessibility to member and plan information online. Flexible investment availability allows clients to choose the most suitable investment option from several alternatives based on their individual investor profile. It is therefore unsurprising that CFAL is the recipient of many awards and is a leader of the investment and financial advisory market. As an extension of its client-focused culture, CFAL recently launched its new “CFAL Talks” economic and financial podcast series, which provides investment advice, personal financial advice and insight into the Bahamian and global economies for listeners worldwide. The educational series, which is the first of its kind produced by a Bahamian financial institution, is available on Apple Podcasts(iTunes) and Google Podcasts. Covid-19 has presented its fair share of challenges for CFAL over the past few months, but the firm is adjusting well and continues to thrive. The transition to digital platforms and remote working has been practically seamless and presented the firm with the opportunity to demonstrate its adaptability and proclivity for cutting edge technology. In addition, the financial services industry within The Bahamas has been reducing over the last few years, but CFAL is undeterred, continuing to focus on its clients and looking forward to many more years of market-leading service in investment and financial advice. Innovation & Service Excellence Make CFAL A Premier Financial Partner Based in Nassau, Bahamas, Colina Financial Advisors Ltd (CFAL) is a leading independent investment management and advisory firm that was established in 1997 to provide sound investment and financial and advisory services to investors. Built around a culture of excellence in service that accrues customer loyalty through collaboration and understanding of clients and their needs, the team at CFAL are committed to meeting and exceeding every one of their clients’ expectations. Contact: Pamela Ferguson/Sophia Thurston Company: Colina Financial Advisors Limited Web Address: www.cfal.com stablished in 1997, Colina Financial Advisors Ltd (CFAL) is the investment arm of Colina Holdings Ltd, and was created to provide investment and financial advisory services to the investing public. Today, CFAL is an award-winning, independent investment management and advisory firm based in Nassau, Bahamas, with a proven record of financial stability and integrity in all economic climates. The firm is entrusted with the management and administration of more than $1.8 billion in assets and advises individual and institutional clients, both domestically and internationally, on a range of services, including pension management, brokerage and investment management accounts. Since the firm’s inception, it has built a culture of service excellence that engenders customer loyalty by listening to its clients, collaborating with them so as to understand and anticipate their needs, and therefore continually exceed their expectations. CFAL’s team of professionals are responsive and curious, always striving to be at the cutting-edge of technological innovation within their field. Despite primarily recruiting university graduates who grow and develop within the organization, CFAL boasts almost half a century of combined industry experience, which has been implemented to make the organization the largest pension provider in The Bahamas, offering comprehensive and objective advice and analysis. The CFAL culture is one that thrives on shared responsibility and mutual respect, encouraging the development and inspiration of their skilled employees towards organizational goals. CFAL provides opportunities for personal growth and advancement, while rewarding success, which in turn results in the continual generation of innovative solutions and maximizes stakeholder value and client satisfaction. Whether these clients are institutional, corporate or retail clients, CFAL’s approach to service is one of excellence, personally tailored to each organization whether they be a team of two or two thousand. The establishment of strong relationships with each client sets CFAL apart from its competitors and makes it a premier choice of trusted financial partner. Moreover, the CFAL customer experience promises efficient processing that provides timely and accurate data as required, an assigned consultant who will assure each step of a client’s plan is E (L to R) Pamela Ferguson, VP of Investments, Claudia Thompson, Pension Administrator and Client Relationship Officer, and Sophia Thurston, VP of Pension Administration and Operations, record an episode of the innovative new CFAL Talks podcast. The education financial and economic series, available on Apple Podcasts (iTunes) and Google Podcasts, is the first of its kind produced by a Bahamian financial institution. Best Investment Management & Advisory Firm 2020 - Caribbean