Two Moose Jaw insurance companies have joined forces to give their clients more well-rounded financial advice through increased services, resources, expertise and customer service.
Longstanding community businesses Heritage Insurance Ltd. and Purposed Financial Corp. have created a partnership, or affiliation, that will see them share their knowledge with each other’s clients and recommended their clients to the other.
Heritage — owned by Greg Marcyniuk — focuses mainly on general insurance, such as travel, while Purposed Financial — owned by Aaron Ruston — focuses on life insurance and investments. Heritage was founded in 1982, with Marcyniuk purchasing the business in 2003. Ruston has worked in the financial industry for 36 years.
The businesses announced their affiliation in early February.
“It’s been great so far,” Marcyniuk said recently. “With the affiliation, we have quite a few of (Ruston’s) clients coming to us and we have sent ours to him on a regular basis.”
Ruston has been around for nearly four decades and does a fantastic job, Marcyniuk continued. Heritage also does a great job based on its internet reviews and client testimonies.
Marcyniuk believes this partnership will be a win-win for everyone, but especially for his clients, since he knows Ruston is available to provide various types of insurance. So far Heritage’s clients and employees have had nothing but good things to say about Ruston’s service.
“… We always try and do our utmost to make sure we are getting our clients properly covered for their insurance dollars so we are doing the right thing for them,” Marcyniuk said.
Talks between the two businesses began last summer, with the two owners feeling each other out and talking to each other’s clients. From there, the two came to an agreement.
“I’m looking forward to a long, strong business relationship with (Ruston) and his assistants there,” added Marcyniuk.
This new partnership is a great fit, Ruston told the Express. Heritage’s approach to customer service is similarly aligned with that of Purposed Financial. Both have complementary services; the former business focuses on liability insurance while the latter business brings decades of experience and a large team that focuses on taxation and planning.
Ruston praised Marcyniuk’s business skills and trustworthiness, with the latter aspect important to him.
“I think what it brings to Moose Jaw overall is a very high level of professional financial planning and insurance team that brings lots of experience,” he continued.
“We’re both brokers, so we can go out and access many, many different companies in the marketplace … What people are going to benefit from is no cookie-cutter solutions with us. We put a lot of time into things and I think this just strengthens what we’ve done.”
Ruston and his family moved to Moose Jaw 20 years ago and fell in love with the community. With this new partnership, he thought both companies can work together to make a big difference. This excites him, since he can now give back to a community that has given so much to him.
For more information call Heritage Insurance at 1-800-667-7640 or Purposed Financial at 306-684-1934.
