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What our clients are saying...

  • We appreciate Anthony’s efficiency, his friendly demeanour and ability to listen to our concerns. We value his honesty and willingness to adhere to our wishes, with an understanding of possible implications and his commitment to explain any negative consequences accordingly. Anthony searched out new life insurance coverage as part of our estate planning. He was thorough and communicated each step in the process to us in a timely manner. We wanted someone who thoroughly understands the financial markets and can explain them in a comprehensible manner. We wanted to work with someone who can respond readily to our needs and who can provide proper advice. Anthony delivered on what he promised and definitely met our expectations. We would absolutely recommend Anthony to our family and friends.

  • I valued Anthony’s insight and recommendation for my investments. When working with a Financial planner I am looking for value and "best bang for my bucks". He was definitely able to meet my expectations and I would be glad to refer him to family, friends and work associates.

  • Anthony was clear, concise, easy to understand and provided useful comparative statistics for our investments moving forward. Our expectations when working with a Financial Planner is that he/she will provide expertise and knowledge with regards to our investments and provide portfolio recommendations best suited to meet our goals and objectives. Anthony definitely met our expectations and we would feel comfortable referring his services to family, friends and work associates.

  • I valued Anthony taking the time to understand my needs and goals. My expectation when working with a Financial Planner is that he/she will provide guidance in respect of the options and providing clear instructions as to the expectations from me in order to achieve the goals set out. He was able to provide realistic options and clear instructions to obtain my goals and objectives. Anthony definitely met my expectations and I would feel comfortable referring his services to my family, friends and work associates.

  • My expectation when working with a Financial Planner is to have all the answers I need and to put together a plan that can work for me and my family. I valued Anthony clearly explaining and developing a concise plan as to how I can achieve the goals we set out for our family. Anthony has definitely met my expectations and I would be happy to refer to him my family and friends.

  • We appreciated Anthony's willingness to answer our questions with transparency and an appropriate amount of detail. Anthony is an extremely patient and engaged listener. He explains concepts in a way that we could easily absorb. He remembers details about our concerns and plans, and applies those elements to his recommendations on our financial management. He asks for our input and appears to remain flexible to our ideas and needs. He laid out a specific mix for our investments and explained why these are good choices for us based on his knowledge of our needs and preferences. We have enjoyed working with Anthony so far, and if our newly expanded relationship proves profitable, we certainly would recommend him to our family and friends.