Here's what our clients are saying about us:
"My husband and I moved to Port Dover in 2011 following our retirement. We met Jessica Durka shortly after we moved into our new home . We both liked Jessica as soon as we met her. She understood our risk tolerance level and at no time has she tried to persuade us out of our comfort zone. We find Jessica to be very knowledgeable and able to explain details in language we understand. Jessica always calls us when our investment has matured and helps us to reinvest. My husband and I are not knowledgeable with investment details, so it is great to have an Investment Advisor that makes sure our needs are met. When we needed an Accountant, I knew we could ask Jessica for referral suggestions. Jessica was able to give us the names of Accountants that could help us. Jessica works very closely with John Neil; this is helpful if Jessica is away. They also have an amazing Assistant. Sarah is always very pleasant with questions we may have, and she always returns calls in a timely fashion. We are so happy that we are clients of this team and highly recommend them."
Richard and Lynne L, July 2025
"Nine years ago, after losing my husband suddenly, I was being pushed around by my then bank. Not advised, just told. "Do this; do that." I immediately switched to BMO and never looked back. Not only were they empathetic with my situation; they took the time to explain all my options and concerns; and gently guided me in the best direction for me. All these years later, I still appreciate not only their expertise but their humanity and kindness"
Jody O, July 2025
"Not only has Jessica Durka given me good advise to reach my financial goals, she also has provided me with counsel on my Estate Planning and Philanthropy strategies. Jessica always greets me with a positive, realistic, friendly attitude. I feel that she treats my investments with intelligence, skill and care. I highly recommend her to my friends and family"
Kenneth P, March 2024
“John and Jessica have been our advisors for many, many years and we have total confidence of the advice they have provided to us. We feel that John and Jessica have been there for us during the highs and lows of markets over the past years.”
Doug and Marlene T, February 2023
“I would say that John and Jess are both very knowledgeable about their products. When talking to either of them, they make you feel very comfortable and at ease as they don't "talk above your head" with jargon that the casual investor would probably not understand. I would definitely recommend to anyone who is looking for an investment advisor”
Denny and Pam M, February 2023
“I have relied on Jessica's advice for 17 years and John and Jessica's advice for 15 years. Their advice has resulted in fantastic returns on my investments. They explain any changes they believe would benefit me very clearly and concisely and have been correct every time”
Don W, February 2023
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.