885 West Georgia Street
I can not say enough about who Greg has been to our family in helping us to build our financial acumen and our net worth. He has not only grown our portfolio above our expectations through his own area of expertise but has also given us a very well rounded approach to how we should be diversified through stocks, bonds and real estate investments and has always pushed us to invest our dollars outside of his area if it makes sense for the long term picture. Greg is a trusted confidante who is really committed to ensuring our financial health is in line with our family values and goals. October 5th, 2015
P. & L. F
My husband and I have been working with Greg Vos since 1999. We started out with an Non Discretionary accounts and once we both felt comfortable working with Greg we moved to a Discretionary account. Both Greg and Marion Reems, Associate Investment Advisor are always very professional and approachable and we are very happy with the working relationship we have established with them.
Lorne has had significant experience with the investment world and can engage in more in depth conversations with Greg & Lorne is also willing to take a more aggressive approach to buying and selling than I am. Greg and Marion are always cognizant of our risk acceptance level and try to ensure that our portfolio falls within our comfort levels without being too far one way or the other.
Through the downturn in the economy over the last number of years we have always felt that our best interests were the main focus. Our overall account came through this period with minimal scarring and we give credit to Greg for his knowledgeable, steady, and unflappable approach to the investment business.
We have a large family and we have included Greg in a meeting with our Executor and two of our children to review our Estate plans to make certain everyone at the table was on the same page. It was a very successful meeting as it was another step in attempting to ensure there is minimal discord when the time comes to read the Wills (hopefully many years away).
Recently our daughter asked if we thought Greg would take her and her partner on as clients. Greg and Marion both responded very favorably and we have had several ‘thank you’ phone calls from the couple. They have been pleasantly surprised at how the working relationship has become so informative, helpful and overall successful in such a short period of time. Greg and Marion’s approach to their personal financial planning has given the couple a new approach to securing their future. Selecting from the options presented by Greg and Marion they have made significant decisions that will have a long term impact on their life. We do not hesitate to recommend Greg Vos to manage a financial portfolio. October 13th, 2015
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.