Nancy L.

”I recently got married, and Rachel helped us plan to buy our first house.

Thanks for providing ‘lifelong learning’ RRSP information. It critical in terms of planning for my advanced education. I also want to take this opportunity to let you know how much we’ve appreciated your approach and insights as a financial advisor.

As I look back on the past ten years, there were times when we needed you to set us in the right direction with a disciplined path to reach our goals. There were other times when we decided to do something new with our money and you supported us with the lowest risk and higher return options.  Your structured, yet flexible, services give us comfort in our financial security and our ability to enjoy priority items – like travels. You’ve always made yourself available to address our needs in the most convenient manner and we really appreciate it.”