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Peter Takeda, CFP, CIM
Al Ferrer, CIM, FCSI
Sharon Caunan

Tel: 416-296-7113
Toll Free: 1 800-924-0558
Fax: 416-515-1586

Address
2 St. Clair Ave. West
19th Floor
Toronto, ON
M4V 1L5
Map

Testimonials

During times of great uncertainty, it's easy to forget that there are real people with real emotions in the world. Understanding what motivates our clients is paramount to everyone's success and to ensure a predictable outcome in an otherwise unpredictable environment.


Testimonials From People Just Like You

'We have been a client of Peter's since approximately 1999. We have found Peter to be very professional in providing financial information and advice. Over the years we have not always agreed with Peter's advice or recommendations, however when defending his advice or recommendations, he has always been respectful of our opinions and always followed whatever instructions we have provided. Peter has been a knowledgeable source of information not only regarding stock investments but also regarding retirement and estate planning. When we have asked something of Peter of which he had no or little knowledge, he has not been afraid to say so, but has always endeavoured to find out, whether by research or seeking out an expert on our behalf. In summary, we have been happy with Peter's advice and services.'  Everett T. & Essi E.

'It is my pleasure to recommend the financial services offered by Peter Takeda. I have had the pleasure of working directly with him since 2004. Peter has always provided my family with sound financial advice and I particularly appreciate his integrity and skill. He helped my husband and I prepare for a comfortable retirement, which we have been enjoying for ten years. We are grateful to have benefitted from Peter's guidance and expertise.  I highly recommend Peter's financial services and I look forward to working with him for many years to come. I have no doubt that you will be exceptionally pleased if you choose Peter and his team for all of your financial needs.'  Nicole B.

'Peter Takeda has been my Investment Advisor since 2005 and overall I am very pleased with his service and investment advice. Peter has helped me beyond the usual investment needs and will "go-the-extra-mile' for all my concerns.'  Milka D.

'I'm among the segment of the population that believes RRSP’s are all you need to retire comfortably and that it’s only a matter of which bank or advisor to choose. After meeting Al Ferrer to go through my financial assessment, I found that he explained my current situation exceptionally well. It was in a way that allowed me to relate to "real life” and helped me to understand that there are so many other opportunities out there beyond RRSP’s. Many times I have been turned off by financial advisors because I could never follow them, always talking in circles. But not Al. He is very upfront and honest while providing me with many viable options, which is refreshing. He takes the time to always explain his recommendations and makes an effort to ensure that I have a full conceptual understanding before I say yes. I have full confidence in Al that he can answer any of my questions, help me to understand what’s happening with my investments and that he’s always looking out for the betterment of my future. I trust Al to help me and my family reach our goals for the future.'  Cheston C.

'Since becoming Mr. Ferrer's client last year, he has demonstrated the utmost level of professionalism and has consistently delivered on promises from the first time we met. I think he is very honest with me, even if it's something I necessarily don't want to hear. Investment-wise, he's brought down the risk in my portfolio significantly, which definitely helps me sleep better during the current financial crisis. In addition, he developed a relationship with my daughter who's in College. It is comforting to know her financial interests are in good hands. Most importantly, he's accessible. I know that I can call him if I have questions and he'll always take the time to fully explain things until I'm satisfied. I'd recommend Al Ferrer to friends, family or anyone else looking for an investment professional with honesty and integrity.'   Rosemary F.

 

Perhaps we'll be able to share your story as well. Contact us for a complimentary, no obligation review of your situation.

 

 

 

 

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.