Our expectation when working with a financial planner is that they are knowledgeable, patient and current on the services that are available. We valued the knowledge and expertise that Mr. Visconti had regarding financial planning and how it relates to our situation. He took the time to explain to us the options available to us as a family with young children. We felt very comfortable asking questions and seeking further clarification on the different products and services available. Mr. Visconti met and exceeded our expectations by being flexible, patient and knowledgeable with the financial services that were available. We were thoroughly satisfied with the level of customer service we received and would only hope for continued service in the future as required. We feel very comfortable recommending Mr. Visconti to our family, friends and work colleagues and have gladly already done so.
Vaughan, ON - October 2015