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Client Testimonials

EXPERT FINANCIAL ADVICE YOU CAN TRUST

We always act in the best interest of our clients.

This means providing unbiased recommendations that are designed to enhance their financial well being and understanding.

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 Our Clients Stories

Helping our clients succeed with smart financial planning choices!

Approaching a decade of ever-changing priorities, Chris has always kept our needs in focus and recommended investment strategies that are holistic and thoughtful. Chris is a consummate professional, knowledgeable and conscientious

Sonal and Kaushik V.

Since 2011 Chris has given thoughtful advice and provided us with piece of mind from knowing he was thinking about our money so we can think about other things

Dr. Cameron M.

Chris has been our financial advisor for 8 years.  He politely, but persistently, pursued our business for at least a year before we agreed to meet with him (we had a financial advisor already)! In the beginning, Chris was able to get our previously stagnant investments on track.  Since then, we have seen consistent growth.  He introduced us to Manulife One which has really changed the way we look at money and budgeting.  

Additionally, Chris provides us with regular updates about the economy and has worked to make sure our money is invested properly.  He always responds to our inquiries in a timely manner.  We would not hesitate in recommending him.

Kim & Mark S.

Chris has always shown foresight in handling our investments and always advised us in accordance with our goals in mind. He took the time to learn and understand our needs and continues to check in with us on a regular basis as our needs sometimes change

Spencer F, P. Eng