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.
I first met Jeff and Christina years ago at a presentation they gave at a Toronto Public Library. I was so impressed by them that I booked a private consultation for my wife and I where we all learned a lot about each other. Jeff and Christina prepared a detailed financial plan for us covering the upcoming stages of our lives, including our retirement, This plan has enabled us to feel secure that our future is financially sound. During the pandemic and all the ups and downs of the market Jeff and Christina have always been there for us, reaching out periodically, and always replying promptly when we reached out to them. Jeff and Christina have provided many services to us, including estate planning advice, will guidance, and tax strategies. We would confidently refer them to anyone.
All financial planners are NOT the same! Christina and Jeff are top notch and truly a unique team. They are both incredibly knowledgeable in the investment sector, plus Christina has her eye on what makes the most sense for your year-end taxes. A financial team that helps to keep more in your pockets at the end of the year: now that's a dynamic duo!