BMO Nesbitt Burns
2 St. Clair Ave. West
Lee Rorabeck was recommended to us through our banker in early 2010. We needed a new financial advisor as we were not pleased with our last one. My husband had been diagnosed with terminal cancer and we had to quickly get things in order. From our first contact with Lee we both felt that he was someone we could trust and that I would feel comfortable with after my husband passed. He worked diligently with us to get everything transferred over and made sure that everything was in place going forward. As a young widow I faced a whole world that I was unfamiliar with, I had never even paid a bill online. Lee uses basic language to explain and is always available to take my call. He also calls regularly to check in with me and comes to Calgary once a year to sit down and go over my financial plan. He suggests reading materials to help me get a better understanding of things and he is extremely patient. Collaborating with Lee has allowed me to be more confident with my decisions. He suggests things to me, gives me time to think things over and helps guide me with his expertise to make decisions on my own. I feel Lee is extremely trustworthy and he would be an asset to anyone looking for a new financial advisor.
Young Widow - Client since 2010