"Cameron has put together an investment portfolio that meets our needs and is perfect for our situation. The advice and counsel on opportunities have kept our portfolio within our strategy even when I have looked at going off strategy. I would be happy to speak directly to any potential clients to give them more details on the outstanding service I have received since we started to do business.” Jim Bentley, President, Bright Futures Staffing I April 2023
"As we approach retirement my wife and I met with a number of advisors. We don't have a company pension, so our savings needed protection and to generate income. We selected Grant and he has met all our expectations. He keeps us informed, and he and his assistant Sonia promptly answer any requests. Our relationship has strengthened over time, and we feel very comfortable recommending Grant and his team." Yvonne and Randy I April 2023
"Unlike my past experience with Investment Advisors, I have found that Cameron puts our needs first. In many instances he has gone the extra mile for my family. He explains the strategies in plain English, and it just makes sense. He and his team do exactly what they said they would do, when they said they would do it. The entire experience has been wonderful. I would recommend Cameron to anyone who asks." Mario Leone, CEO, Pro Image Interiors Inc I April 2023
"Grant has been my investment manager at BMO Nesbitt Burns for 26 years. I have found him to be trustworthy, personable, competent and professional. He keeps me informed about my portfolio and answers all questions. Even during rough patches in the market my portfolio has done very well." Karen Galbraith I April 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.