“I have valued the competency, patience, diligence, incredible efficiency and strong sense of caring about my finances. It’s as if they were your own, which has resulted in (me) trusting completely your recommendations… I have never dealt with a more competent, knowledgeable, caring company.”

“Sincere, thoughtful, selfless and personal service with the goal of not only providing expert financial (planning), but of educating the client so that he/she is fully aware of where his/her portfolio is at any given time. How fortunate I am to be associated with such a dedicated team of brilliant financial advisors.”

“My service is based on my specific needs at that specific time. (It’s) always based on my overall financial goals which are reviewed on a regular basis. Overall, I’m very satisfied with the service. I especially liked having someone accompany me to important meetings at banks and other financial meetings.”

“I was totally over weighted in oil and gas equities, as many Calgarians are. I pretty well had everything in one basket. If I still had that proportion of equities when oil and gas (prices) dropped, I would have had a massive reduction in my net worth. As it turned out…I have been much better suited to weather the present storm.”