Just wanted to say thank-you for your guidance and stewardship in being our personal wealth advisor. For many years, Denise and I knew we needed help with our investments and insurance needs, as they weren’t performing well for us. We knew so little about the seemingly complex world of investing and insurance and so we kept on putting it off year after year. When you invited us to a short and stress-free meeting we weren’t sure what to expect but you made things so easy for us to understand and we left with such a clear outlook on what was possible for us. It was an easy decision to come back and trust you with our hard earned retirement dollars. Needless to say, that with a personal rate of return on our investments in just over a year of meeting with you of 10.2% and 16.2% for my wife and I respectively, the results speak for themselves! We’re only left wishing we’d done this sooner.
Ian from Ajax