Professional people giving rewarding results.
—Alana B.
Spring 2023
Always willing to assist and discuss any queries. Follow up on any commitments made is outstanding- never disappointed.
—Julie C.
Manages my portfolio to provide good returns, he is personable and keeps in touch as necessary.
—Nancy C.
Responsive, easy to do business with, regular account reviews, Gateway access, thoughtful suggestions
—Rene L.
Fall 2022
Our investments have been handled well through good and bad times, and client - advisor relationships have always been very positive.
—Byron & Brenda S.
Always keep me posted. Ready to answer questions and explain.
—Roberta C.
We get informed, thoughtful and personal advice from our broker.
—Diane G.
Spring 2022
My financial advisor readily available for contact and very knowledgeable. Great monthly statements of my accounts.
—Marion L.
Financial advisor knows the market and is prompt to respond to any query.
—Debra C.
Good personal service over many years to our family where time is taken to really get to know us and be willing to share knowledge and educate us on the vagaries of the market and investing.
—B.H
Peter Pelegris is my advisor and he does an excellent job with my portfolio and communicating with me on a necessary basis. I would hope or assume other wealth managers have the same dedication to and interest in their clients.
—Vida D.
Reliable. Have absolute confidence in my advisor. Up to date. Meet my needs.
—Geraldine D.
My advisor is always responsive and I feel he is trustworthy. Plus I believe he is managing the performance of my portfolio with reasonable outcomes.
I can always get professional help, when needed, and my account manager is always looking after my best interest.
—Jeff K.
Excellent record keeping, excellent knowledge of customer requirements, excellent communication and excellent relationship building.
—Dave S.
Fall 2021
Have been a customer for almost exactly 20 yrs now. When I decided to retire, or take a package, from Nortel in June 2001 they provided me with one of your members, Rob Cornish now retired, to help me thru the logistics, pros and cons of each. I obviously ended up taking the package. My experience over the years has been one of dealing with a professional organization who are interested in their clients best interests. Not their own. Together we made investment decisions for both my wife and I. I would like to take a couple of those back, but, over a 20 yr period am quite satisfied with the results. there are no sure things when it comes to the market. Our current rep, Peter Pelgris is always available for a chat. As we get a bit older, are mainly sitting back and letting the pros do their work these days. I would be remiss in not mentioning Candy Chan. she has to be one of the best admins in your industry. So your people and the service they provide make recommending you easy.
—Robert M.
Spring 2021
The Team keeps in touch on a timely basis, all issues & requirements are handled immediately. The team explains information in a way that we understand. We trust their advice.
—C.M
Very personal service provided by Chrys Pelegris.
—Gordi Ann B.
Excellent communication and a personalized approach.
—Lori F.
Good service and my advisor always answers my calls.
—Arthur K.
Fall 2020
Excellent service and advise by Peter and his staff.
—U.S
Good attention to details and follow-ups to individual end-investors.
—Mark L.
Peter Pelegris who does an outstanding job each time.
—Raffi A.
I have confidence that my accounts are being handled by professionals who will advise me or answer any questions I might have.
—Peggy N.