"I just wanted to say to you and team that your professionalism and dedication to your work, along with your kindness and amazing customer service, are noticed. I appreciate all that you have been doing for my family. I also plan to keep mentioning your team to our friends and family, as well as anyone else that I meet who I think will benefit. You are all really great assets to BMO and wonderful people to know"- Ian and Rita M September 26th, 2025
"I just wanted to say to you and team that your professionalism and dedication to your work, along with your kindness and amazing customer service, are noticed. I appreciate all that you have been doing for my family. I also plan to keep mentioning your team to our friends and family, as well as anyone else that I meet who I think will benefit. You are all really great assets to BMO and wonderful people to know"
- Ian and Rita M September 26th, 2025
"Our portfolio has been managed by McPhillips Zakaria Associates for a number of years now, and we believe we are in the most capable and skilled hands to look after our investment portfolio. Mike, Hani and his team have always been responsive throughout our relationship and have carefully guided us towards reaching our long term financial goals. We highly recommend McPhillips Zakaria and Associates to anyone seeking solid an knowledgeable financial guidance." - Geon V. and Aleks A. December 9th, 2025
"Our portfolio has been managed by McPhillips Zakaria Associates for a number of years now, and we believe we are in the most capable and skilled hands to look after our investment portfolio. Mike, Hani and his team have always been responsive throughout our relationship and have carefully guided us towards reaching our long term financial goals. We highly recommend McPhillips Zakaria and Associates to anyone seeking solid an knowledgeable financial guidance."
- Geon V. and Aleks A. December 9th, 2025
"I also want to thank both you and Hani for once again answering all our questions and providing context well beyond our expectations. Keith and I truly appreciate your efforts and guidance." - Lyanne and Keith M. October 30th, 2025
"I also want to thank both you and Hani for once again answering all our questions and providing context well beyond our expectations. Keith and I truly appreciate your efforts and guidance."
- Lyanne and Keith M. October 30th, 2025
"For over 20 years, I have been well-served by the McPhillips Investment Group. Every member is extremely knowledgeable and involved under the most capable leadership of Mike. It is important to have the support of fine professionals in all aspects of one's life. Mike and his team have provided me with excellent results consistently over the years thereby giving me confidence and peace of mind. They are always available to speak with and are excellent communicators not resorting to abstruse economics trade jargon that some professionals use to deliberately confound their clients. In an age of often glib promises, Mike has demonstrated superior results through both good times and bad. His expertise, in short, enables me to rest better at night and I fully recommend his services without reservation. For the many years he has looked after me well, I am most sincerely grateful."- Doug Y. December 4th, 2025
"For over 20 years, I have been well-served by the McPhillips Investment Group. Every member is extremely knowledgeable and involved under the most capable leadership of Mike. It is important to have the support of fine professionals in all aspects of one's life. Mike and his team have provided me with excellent results consistently over the years thereby giving me confidence and peace of mind. They are always available to speak with and are excellent communicators not resorting to abstruse economics trade jargon that some professionals use to deliberately confound their clients. In an age of often glib promises, Mike has demonstrated superior results through both good times and bad. His expertise, in short, enables me to rest better at night and I fully recommend his services without reservation. For the many years he has looked after me well, I am most sincerely grateful."
- Doug Y. December 4th, 2025
"We appreciate you handling everything for us so efficiently and promptly and taking such good care of our family. We love working with you" - Mary V. August 18th, 2025
"We appreciate you handling everything for us so efficiently and promptly and taking such good care of our family. We love working with you"
- Mary V. August 18th, 2025
"I am happy with the progress, and always grateful for the direction and support you and your team provides." - Lisa A. November 26th, 2025
"I am happy with the progress, and always grateful for the direction and support you and your team provides."
- Lisa A. November 26th, 2025
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.