Joe Fanaki has been my Investment Advisor for over a decade. He is knowledgeable, trustworthy, and reliable. He listens and follows through. His sincere and unpretentious manner is refreshing. It is also always a pleasure to deal with Joe's Investment Representative, Kelly McIlwain. She is efficient, dependable and has a great sense of humour. It is comforting to know that she will follow through on all requests. It is a pleasure dealing with Joseph Fanaki. His knowledge and insight into the industry are some of his most endearing qualities. Joe is aware of every aspect of the industry and it is a pleasure having him as our Investment Advisor. L.G. It is with a great deal of thanks and appreciation that I write this letter. Over the course of the past 12 years as your client I have received nothing but the best when it comes to customer service and care. Aside from offering sound expert advice regarding financial planning, your team’s ability to go that extra mile when it comes to serving my needs is amazing! I have gained a strong sense of security in knowing that my future is in excellent shape financially thanks to the advice and recommendations you have offered. You always seem to put the customer first – ahead of anything else – and I’m positive it is a key component to your success in this industry. I just wanted to let you know how appreciated you are and to let you know that whenever an opportunity presents itself I will always recommend you. A.H.