Testimonials

We have found that our advisor greatly facilitates a two-way (three-way) conversation which produces consensus. As well, advisor introduces ideas, new approaches for our consideration: important for keeping up-to-date on changing financial environment.

— Paul and Jennifer Sparkles

I am confident that my financial advisor has my back, that she has my interests in mind and works toward my financial goal. She also works with my spouse and extended family, giving me tremendous peace of mind. Our meetings are as friends and I feel tremendously confident and secure about my finances.

— J.O.

Linda MacDonald is my advisor. She is amazing and her work is meticulous. I appreciate her proactive approach and incredible knowledge. I even appreciate the reality check she gives me about the complexities of the world economy and how my investments may be impacted. I have immense trust and confidence in her abilities. With her and the team looking out for me I feel relaxed and positive about my current and future financial situation.

— Karen Damtoft

Wonderful! Linda brings peace of mind and I'm aware that she is well aware of what's happening in the financial field. She's here to support me at any time. I can ask her anything with regards to investment, and if she doesn't know the answer which is very rare, she will get back to me as quick as she can.

— Maura Sullivan

Provides peace of mind knowing we are dealing with exceptionally knowledgeable advisors, who provide good advice and help us map out our financial plan.

— Rick and Twila McInnis

George and Steven are very responsive and we very much like dealing with both of them. We feel they are paying attention to our financial needs.

— Peter and Mary Ellen Gurnham

The knowledge from my advisors allows me to feel secure in my life. I really appreciate them in every aspect of everyday living.

— Donald and Margaret Chrisholm

Working with George has been very impactful for planning for our future, peace of mind, clarity about decisions and choices being made, opportunities that exist to continue to build our wealth, willingness to help us learn and navigate a complex matrix in which we are not experts yet our whole financial success/future depends on.

— Jason and Robyn Berman