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Jordan Applebaum
Dave Macdonald
Erin Duffy
Andrea Burridge

2 St. Clair Ave. West
19th Floor
Toronto, ON
M4V 1L5

Client Testimonials


What our clients have said about us 

Here are a number of comments we've received from of our clients:

"Jordan, you have been fantastic to my mother and her finances over these many years. She adored you and put all of her trust in you and you, in turn, took excellent care of her.” - S. Wall

"Thank you very much for the updates over the past while. Just to know you and Jordan are watching our investments very carefully is very consoling. This is why we stay with your excellent team year after year.” - B. Danby

"I know you have our best interests at heart. We are so fortunate to be on your team.” - D. & A. Wagner

"Thanks for minding the financial store for us gentlemen. You’re as good as your word! Thanks too for caring about our quality of life through monthly income and preserving the value of our holdings for our children.” - B. Warren

"You are the best Dave. Thank you for being so thorough. I feel very confident that down the road I will be ok with your assistance and Jordan's.” - S.F.

"We feel very comfortable with how you are handling our portfolio. We have complete trust in your decision making and know you will advise us to make changes when necessary”. - N.B.

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.