Our clients say it best: we care about their success
We share a sincere respect for our clients. They’ve earned their wealth through hard work—as entrepreneurs, professionals, and business leaders—and we do all we can to contribute to their continued success, and help them enjoy the retirement they’ve envisioned . Here’s what our clients have to say about working with our team:
“They constantly review our portfolio to ensure that our investment mix is achieving the best possible gains while also meeting the goals we have set throughout the years.”
My wife and I have been clients of the Brown Bate team since 2006, and we highly recommend them for all investment and financial needs, from overall portfolio planning to retirement planning, tax planning, and discussing various wealth management strategies.
Everyone on the team is very personable, attentive, and a pleasure to work with, and we feel they go above and beyond to get superior results. They work cooperatively with our accountants throughout the year to maximize any potential tax savings. They constantly review our portfolio to ensure that our investment mix is achieving the best possible gains while also meeting the goals we have set throughout the years. They have helped us create a wealth plan which we are confident will carry us comfortably through our retirement years.
Carolyn, Suzy and Jacqueline respond promptly to any changes in our cash flow needs, and we meet regularly to review our portfolio and make adjustments based on changing market conditions or the performance of any of the funds we are invested in. We not only trust their expertise, we trust that they sincerely care, and will do all they can to do what’s best for their clients.
Len Kunka, a retired Partner at Thomson Rogers Lawyers, and his wife, Arie, have been our clients since 2006.
December 2024
“Their attention to detail combined with personable interactions make us feel that the team is looking out for us.”
The relationship we have with our wealth team isn’t just professional, it’s personal. They are always available to provide support, speedily answering questions, taking action, and offering solutions. And the unity of the team makes everything seamless; from wealth management to mortgages, everyone works cohesively together and with us to achieve our goals. Their attention to detail combined with personable interactions make us feel that the team is looking out for us. If we had to describe them in a few words: trustworthy, efficient, and lots of fun!
Laura Panter and Michelle Hunt are Co-Owners of The Martini Club, a beverage consulting firm they founded in 1996, and they have been our clients since 2005.
December 2024
“What truly sets this team apart is their caring and empathetic personal touch.”
We have been working with the Brown Bate Wealth Management team since 2010, and from the start they’ve delivered truly tailored advice, making it a priority to thoroughly understand our investment goals and risk tolerance. Susie and Carolyn offer great customer service, including prompt and attentive follow-up to any of our questions or needs, and they have an outstanding support team in Jacqueline and Ethan. Their access to highly qualified back-office resources has been invaluable in crafting comprehensive financial and estate plans, giving us peace of mind even as we transitioned into retirement.
What truly sets this team apart is their caring and empathetic personal touch. They’ve made us feel like more than just clients—they genuinely care about our well-being. Needless to say, we are very satisfied.
Peter Barbetta, retired Executive Vice-President and General Counsel at The Cadillac Fairview Group, and his wife have been our clients since 2010.
December 2024
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The opinions expressed are those of individual clients and are in no way representative of the views of all clients. Client testimonials do not constitute a guarantee, warranty, or prediction regarding the outcome of your investments.