Testimonials

Joey Pang has been our Financial Planner for 6 years. He provides a reliable service and is very trustworthy. We appreciate all of his help with our investment portfolio. We look forward to many more years of great service.

Maria & Nick Vidaic
 

Joey Pang is a knowledgeable, enthusiastic and sincere Financial Planner who has been assisting us since 2005. He respects the fact that clients have varying degrees of risk tolerance and at our request has made preservation of assets an investment priority. Joey touches bases with us often and our investments are well managed..

Betty & Dave McKee


Joey Pang has been our financial planner since 2004. He is very knowledgeable and reliable, but what we appreciate the most is that he treats our investments as his own. He really cares about what happens with our assets and is in touch with us on a very frequent basis. We are pleased with the service he provides us, and are very happy that we decided to choose him as our financial planner. We would highly recommend Joey to anyone who is looking for an informed and sincere financial planner/investment advisor.

Mary and Egon Schoenewolf


I have known Joey Pang in my capacity as a financial professional here in Mississauga for the last 5 years. His sound investment knowledge base, his sincere dedication to his clients and his strong sense of integrity set him apart as an Investment Advisor. I will continue to refer clients needing quality advice and service to Joey.

Elaine C. Reid
BMO Bank of Montreal


 
Disclaimer: The opinions expressed above are those of the named client author and are in no way representative of the views of all clients. Client testimonials do not constitute a guarantee, warranty, or prediction regarding outcome of your investments.