1. Comments from actual clients
... Of all the investment people I have dealt with over the
years, I have to say I find you the most affable financial
advisor who is genuinely interested in my success. So I trust
your opinions and advice. I wish I had met you in my 20's…”
- DW
“ I would just like to share that we appreciated your expertise in
the matter of transferring my husband's pension plan from
Friends Provident in the UK to Canada. I had already asked our
local bank about it, and they had absolutely no idea how to
proceed. I was pleasantly surprised to find that you seemed to
know exactly what needed to be done. Once we entrusted the
transfer to you, it went very smoothly. You also went "beyond
the call" to ensure that we received compensation for fund price
differences that occurred during the waiting process. Thanks
again for looking after this for us” - ML
“After one full year of contributing to this investment
vehicle, we have found that it has performed as you
assured us. The tax benefit was realized and we were able
to use the investment money to purchase our retirement
home. We are both quite pleased with how this has worked
out. Thank you for looking after our retirement funds in a
conscientious manner.“ - WB