Clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise. Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.
John and the team provide excellent service, be it on a business or personal level. They are quick to respond whenever I have a question, and I have found John’s advice regarding investment strategies particularly helpful, everything is explained fully, no matter how complex the subject. I am extremely happy with how my personal Living Plan is developing and have gotten only positive feedback from the numerous clients I have referred to him.
John has been my consultant for over 20 years. I rely on his good advice and his calm and competent manner. He has always been attentive and responsive when I have needed him to be. I feel confident when referring people to John, advising them that he works with me, sharing my experience and that I am very happy with his services. I appreciate that John and his team developed the personal Living Plan for me which is a great tool to reassure me that I am on the right track and to use to measure decisions that I might have to make about my finances.
John and the team don’t wait for me to call them. We are in regular contact, to ensure that my circumstances haven’t changed and that any questions are answered; whenever I do call, they are quick to respond.
Since we have met you some seven years ago at the informative retirement seminar you did at Transport Canada, you have given us excellent ongoing investment advice. Our financial plan was well executed and those areas where you felt some concern were always addressed immediately. We have had nothing but prompt and courteous service from you. We have developed a warm and close relationship with you over the years and feel very comfortable with the portfolio you have assembled for us. We look forward to many more years of continuing investment advice and friendship. Thank you once again.