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Paul Litman, BA, MBA, CFP®, CIM
Christina McInnis

Address
4881 Yonge Street
9th Floor, PO Box 37
Toronto, ON
M2N 5X3
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Our Client Testimonials


"Paul Litman has been our financial advisor for over Fifteen years. During this time we have found Paul to be extremely professional always providing excellent advice and service.  Regular review meetings have ensured our financial and personal goals are always met. Paul  is very honest and we trust  that  he is always looking out for our best interests. As a retired dentist,  our income needs are very important  and we are happy with the after tax income Paul and his team at BMO Nesbitt Burns have created for me and my wife. As a result, we have referred many of our friends and colleagues to Paul and they are extremely happy as well. We highly recommend Paul Litman as a Financial Advisor and will continue to refer him to colleagues and friends." Date of Testimonial: April 30, 2016




"I have been a client of Paul Litman's for almost 20 years now. In that time, Paul has been very knowledgeable and professional in all aspects of his business. He is always looking to make changes to improve my overall portfolio and has been very successful in doing so. What I appreciate most about Paul is his constant dedication to service, always going that extra mile for me and I'm sure for all of his clients. I highly recommend Paul as a financial advisor and/or planner."  Date of Testimonial: February 18th, 2014

 


 

"I’ve always found Paul to be well-informed Professional Investment Advisor who takes the time to understand my personal risk tolerance and recommends appropriate investment products.  I am extremely pleased with the performance of my investment portfolio while under Paul’s advisement and I highly recommend him." Date of Testimonial: January 27h, 2014


"I learned from discussions at our last meeting that I have trusted you as my ‘money man’ for over 14 years. You have taken a huge burden off my shoulders for that entire time and I have never paused to thank you. For all those years I have never worried about money or where I should place it. Your guidance has been impeccable. Your knowledge up to date. Your manner friendly and respectful. What more could a client want? Thanks for all the help!” Date of Testimonial: February 18th, 2014


 

Disclaimer: 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. The client's names have not been disclosed for the privacy and safety of our clients.