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 Les. You’re a friend and Financial Consultant and I appreciate you.
Thanks on two levels as we are taking your advice very carefully and we greatly appreciate it.
We have full confidence in you as our Financial Consultant and truly appreciate the peace of mind, thank you.
Before we met Les, about 20 years ago (while we were in our mid-twenties), we didn’t have any investments except a couple company pension plans and RRSPs through the bank. He sat at our kitchen table and explained how to get our money working for us. We never really understood but there was something about the way Les approached us that we trusted in him and ran with it. He has helped us through ups and downs in the economy, set up RESPs for our children, worked with us and our investments to help us on the path to retirement. When we need money advice, he is the first to get a call. He can talk us through the best way to spend/invest our money. We always speak very highly of Les and how he has helped us through the financial part of our working life. We would recommend him to anyone who needs someone to trust whole-heartedly with their hard-earned money.