I am very satisfied with the rates of return I have been making on my portfolio. I rely on these investments for my retirement income. As retirees we can live a long time and I do not want to outlive my money!
Client since 2003, Belfountain
He keeps current with information and is always ready to meet with us to give us advice on products that best meet our needs for estate tax strategies. We value his advice on products with fee structures that are transparent.
John and Joan Bright
Client since 2007, Mono
He made it clear on he how he is paid and that he does not receive any financial incentives or preferred compensation for recommending one investment over another. We are very pleased with his full disclosures, the transparency, the cost savings and our initial returns.
Ron and Dawn
Client since 2016, Burlington
Over the years, Dick has advised me on many financial matters including: retirement, tax and investment strategies. I would highly recommend him to anyone looking for attention to detail and understanding how to structure investments. I feel safe with him looking after all my affairs.
Client since 1995, Pickering
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