The RFL Ambassador Program
The greatest compliment we receive is when our clients introduce us to the people they care about.
When someone you know is looking for clarity, an introduction to RFL can make a meaningful difference.
Many clients introduce others to share the confidence of a Rich, Fulfilling Life™.
This program is our way of recognizing that trust.
Why Clients Refer to RFL
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The only firm made specially for you.
Clients often introduce us to friends and colleagues because they’ve experienced the clarity, structure, and confidence that thoughtful planning can bring to their financial lives.
A shared community
Much of our work focuses on internationally trained physicians and professionals who share similar ambitions, values, and desire to build a Rich, Fulfilling Life ™ in Canada.
Gratitude
We believe that meaningful introductions deserve thoughtful recognition. When a client trusts us to introduce someone they care about, we take that responsibility seriously.
How the
Program Works
Client Ambassador Tiers
As our clients continue to introduce friends and families to RFL, we recognize that trust through a series of Ambassador tiers.
Each tier reflects a deeper level of connection to the RFL community, with recognition evolving to include curated experiences, access, and a more personalized level of engagement.
RFL Circle
1-2 introductions
Your entry into the RFL Ambassador Program.
- Thoughtful recognition for each introduction
- Personalized thank-you experience
- Inclusion in the RFL Circle
RFL Private Circle
5+ Introductions
A deeper connection to the RFL Community
- Continued recognition for each introduction
- Invitation to select RFL gatherings
- Priority access to select experiences
- Annual strategic check-in
RFL Inner Circle
5+ introductions
An invitation into a more private and curated RFL experience.
- Invitations to private RFL dinners
- Curated Inner Circle experiences
- Direct access to the RFL leadership
- Concierge-level support
RFL Chairman’s Circle
10+ introductions
Recognition as a key contributor to the RFL community
- Invitation-only experiences and private gatherings
- Annual curated events
- Ongoing, direct relationship with RFL leadership team
- Highest level of recognition within the RFL Ambassador Program
Make an Introduction
Thank you
for your trust.
Many of our most valued relationships began through introductions from clients like you.