Testimonials
The greatest measure of our success is the trust our clients place in us. Here is what they have said about us in recent annual client surveys:
- A.S., 2026
"Trust! I trust Joe Goverde and Colin Reed wholeheartedly with my investments. All of my investments are with BMO, so it is very important to have trust concerning my lifelong wealth, especially having a plan that will work in my senior years. Joe and Colin are helping me achieve my overall goals. They are both very personable and available to discuss my portfolio and take a personal interest in my life and financial situation. Both or either one of them is available to me by phone or email same day. Regular updates on the stock market and world updates are sent frequently along with regular phone calls. Both Joe and Colin, together with their assistants, Lee and Dorothy, work well together and seem happy. I think good working relationships are very important in order to do your job well and maintain good mental health. I have been with BMO Nesbitt Burns for many years and I am very happy.
-K.W., 2026
"Wonderful people to deal with. Always available for my questions and really, really happy with my investment results."
-D.L., 2026
"Personalized, thoughtful and professional advice and management is evident with my advisors.They are attentive to the details of my needs, ask the right questions and are always ready to adapt to any changes in the economy or my personal circumstances."
-J.V., 2026
"Joe Goverde and his team are very good at keeping in touch regularly. Questions are welcomed and explanations are concise and easy to understand. They are professional and personable at the same time. I couldn’t be more pleased."
-A.C., 2026
"Joe and Colin know me as a person and that is important. They understand my needs and goals. I always appreciate their interest and advice."
-A.S & L.S., 2026
"I have realized very good financial gains while dealing with a team that has our best interests at heart."
-M.U., 2026
"I am very pleased with Joe Goverde and team. They have been very helpful and attentive to my questions/issues regarding estate planning and related issues."
-R.A., 2025
"My advisors are “topnotch” and I’m treated with the utmost courtesy and respect. Also, they also show interest in my hobbies and will ask questions. Extremely knowledgeable in their field and leave me feeling I’m in good hands with nothing to worry about. A comfortable, friendly, down-to-earth environment which sets the client at ease."
-K.H & L.H., 2025
"They are engaged and understand our lifestyle and values. They make themselves available for any quick turn or changes in life. Have provided valuable information and positive results."
-A.T., 2025
"I feel that my investments are in very safe hands. I have dealt with Joe for many years. He and his team are responsive, astute and great at keeping clients informed."