“I have had the pleasure of being a client of Bruce’s since 1991. His professionalism and expertise have been apparent from the beginning. It has always been reassuring to know that he is only a phone call away and no matter how big or small the issue, he can be counted on to provide sound understandable advice. Debbie is also an invaluable resource, helping with any questions or account related needs.”
Jeff Carroll, February 23, 2022 Detective Sergeant (Retired) Cornwall Community Police Service
“From the moment Richard and I met Bruce, we felt listened to. He addressed our concerns and needs, giving us guidance and suggesting the investments that would best fulfill our needs at that moment. Over the years, he has helped us make the right decisions to prepare us for a very comfortable retirement. He is also always available to answer questions at any given time. We are at peace knowing Bruce is overseeing our portfolio.”
Richard and Anne-Marie Cholette, February 23, 2022 Alexandria Moulding (Former Owner)
“Bruce Tessier has been our Financial Advisor for over 30 years. Bruce is knowledgeable, has a keen sense for investment, and always guides us with honest and objective investment advice. Bruce is attentive to our unique personal needs and is open to seeking a second opinion to ensure our goals for a secure retirement stay on track. It is also reassuring that Bruce is continually upgrading his skills, and can focus on real-time issues, all while keeping our long-term vision a priority.”
Frank and Monique Perras, February 23, 2022 Perras Distefano Construction & Design Services Inc. (Retired)
“My wife and I have been clients of Bruce Tessier for over 25 years. He has managed our portfolio with solid, consistent growth. Bruce endeavored to understand our goals, timeline, and risk-tolerance, and developed a unique, tailored portfolio strategy. He is an effective communicator, taking the time to discuss with us the true implications of trades and proactively making suggestions to hedge against changing market conditions. Over the years our needs and risk tolerance has changed, and Bruce seamlessly changed our portfolio to reflect that. We retired with a strong portfolio that has appropriate risk. Above it all, Bruce is a pleasure to work with and a truly nice person.”
Dr. Prakash Puranik, February 23, 2022 Orthopedic Surgeon (Retired)
“We would like to thank you for your guidance in helping us through our investment decisions. You have directed us with many aspects of our business and into our retirement. We are always comfortable at meetings with you and your attitude makes us feel very confident with the advice you give regarding our investments. Thanks, Bruce, for your help, your friendship, and the golf! Great job!!”
Dale and Lois Keyes, May 16, 2022 Business Owners (Retired) Electrician & Agriculture