Testimonials

 

We were very impressed with how promptly you dealt with matters related to our estate plan. Your research was thorough and always explained with detailed clarity. You made yourself available at our convenience and were never too busy to respond to our questions, no matter how seemingly minor. We were highly impressed, as well, with the knowledge and attention to detail of your support staff, not to mention their pleasant demeanour.

We also appreciated the ability to put us in touch with professionals in other areas related to the implementation of our estate plan.

 

Jim and Shirley - Naples

 

I would like to take this opportunity to formally thank you for everything that you did over the years to help Dad gain and maintain his financial security, and at the same time retain both his self sufficiency and independence. It was quite apparent from the financial infrastructure you and your firm helped him establish that he would have been quite comfortable for many more decades of life.

I would also like to thank you for the ongoing service you rendered after Dad's death in helping us, as executors, identify and strategically dismantle our father's assets. This extension of friendship, your kindness, compassion, attention to details and support was greatly appreciated. Thank-you!

 

Chris and Lisa - Ottawa

 

There are only a few people I have met in my life that I would send a "Thank You" note to, but you are one of those people. Thank you for understanding our family situation, and for being more than just a financial advisor.

 

Alex and Lydia - Burlington