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.
Thanks for having me at the seminar. It's things like this that give me confidence and peace of mind that the people handling my money know what they are doing and are looking out for my interests.
Silvano, Frank and I had an opportunity last night to reflect on the very eye-opening exercise you took us through last week at our second planning session. I am embarrassed to admit having learned more from you about money management in the 2 hours you granted us than in my combined 20 years university and professional life. We are exceptionally grateful for the care and patience you have displayed in preparing our financial plan and going through the various options available to us.
Marcie, we’re so glad you took over our investments 4 years before we retired. You gave us the reassurance that we were on track to retire as planned and gave some strategies to retire even better off than we thought. Your friendly manner and super sense of humour makes it fantastic to work with you.