Recently, I made a close review of my portfolio investment accounts that are under your care and management. I must say the following to reflect my complete satisfaction for your top expertise performance:
I am so glad to have had you in place to work with me for these last 16 years. Your performance is always well executed, reflecting your careful professional considerations and decisions in all respects, endeavouring to meet my investment criteria as prescribed.
You have always kept me well informed, and are readily available and open for discussions, giving me the full confidence in having entrusted you as my portfolio manager for the performance of investment portfolio.
S.L. Chan, Retired, client since 2000 (November 2017)
It is really refreshing to work with a Wealth Management Group of people who are passionate, knowledgeable, and truly interested in their clients’ needs. Thank you for taking the time to listen, understand, and communicate. Your professionalism and caring demeanor elicit my trust and respect, and I have no doubt in recommending your team to any of my friends and family.
N. Lee, Marketing manager, client since 2016 (November 2017)
Ivan and his team have been looking after my family's financial assets over the past seven years. In that time, they've maintained a steady rate or return based on our needs and risk level. Ivan is quick to respond to all our questions and requests and makes a point to sit down with us to review our financial position on a regular basis. At the end of the day, the most important factor for choosing Ivan and his team is trust - we have complete trust that they're looking after the best interest of our family and our financial needs.
A. Seto, Professional real estate consultant, client since 2010 (November 2017)
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.