I have had the pleasure of Sarah's expertise for 12 years during which she has understood my needs and goals and guided me through various financial changes in my life. Sarah has always been welcoming, professional, knowledgeable and eager to answer any questions. Regular reports and phone calls ensure that my financial needs are on track. When I remarried, Sarah assisted my husband and I with financial and estate planning regarding our new blended family. We are extremely fortunate to have Sarah in our corner, look forward to our continued relationship and would highly recommend The Mason – Schooley Wealth Advisory Team at Nesbitt Burns.
-J.F & J.W.
December, 2022
Sarah and Wayne have been an absolute joy to work with over the last 5 years, guiding us through varying market trends to ensure the long term stability of our portfolio.
As a team, they exude honesty and sincerity, while always showing care that our decisions reflect our needs, and not just the business interests of BMO.
Sarah and Wayne are a breathe of fresh air, with the friendly, thorough and timely approach that they bring to the management of our retirement investments.
-M.L. & G.L.
October 2022
It has been great working with the Mason – Schooley Wealth Advisory Team. Heading into retirement they have been able to create a plan that makes sense for our lifestyle while staying in touch frequently to keep us at ease as we transition. Sarah has been instrumental in explaining our future investments and helping us understand our finances.
-J.F. & D.F.
October 2022
We have been clients for over 10 years. We really appreciate the professional, personal service that Sarah and her team provide. She takes the time to get to know you and understand your needs. And, we are extremely pleased with the results!
-E.R. & J.R.
January 2023
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.