"When I first met Glen Leader, what struck me most was the ethical, caring approach to investing that he presented. What has impressed me most in the many years that Glen has been my financial advisor is that he has never veered from that caring, ethical approach while at the same time providing excellent financial/investment services and returns with his team. Glen took the time to get to know me and my family and understands what is important to us. He has managed our portfolio accordingly. He is patient with my limited investment knowledge and willingly takes the time so that I understand my investments. I feel like I have a trusted family friend managing my financial affairs – one whom I highly recommend to others."
- S.T., August 2025
“After my husband died, I was looking for a financial advisor that would take the reins. I found this and so much more in Robert and his team – as trusted partners, they take the time to explain their investment approach, providing me with insight, encouragement, and importantly – confidence in my future.”
- D.G., October 2021
"I am so pleased to provide this positive testimonial for Glen Leader and his team. His decades of thoughtful advice and stellar performance have guided me through the many economic challenges and provided magnificent solutions with transparency and integrity. His knowledge and skill provides a solid confidence for the future."
- T.S., July 2025
"I have so appreciated the ways that Nassim and her team have shepherded my portfolio through ups and downs over the years. I am very aware that because the money I had was well managed I have been able to retire, travel and feel confident in being OK financially for whatever the future brings. For all of this I am sincerely thankful!"
- T.A., October 2021
"Robert and his team are distinguished by their on-going communication and accessibility. I've been a client for 20+ years, which includes their advisory in the sale of my business. Whether it's guidance, monthly updates or market commentary, their service level is unparalleled.”
- R.W., October 2021
"The efforts and results of Nassim and her team have provided us, and our family, with a peace of mind that comes from knowing that our needs and interests are always foremost in their thoughts."
- T.D., October 2021
"We’ve been working with Robert and his team for over 20 years. He is very responsive to our requests and a real pleasure to deal with. He provides us with great insight into the current and future outlooks and is very knowledgeable about up and coming companies and trends in the marketplace. We’ve recently had funds transferred from a third party and Robert’s team took care of everything for us. We couldn’t have done it on our own and really appreciate the time and effort that they put in. Being away from Vancouver, we really rely on email and phone calls to stay connected to them and they are always available and respond quickly to our concerns."
- D.P. & B.P., October 2021
"I have been a client of Glen Leader for many years and always received the best possible advice and communication with all his financial services. He has taken the time to clearly explain options and possibilities with integrity and transparency. I have always depended on him, and he has never disappointed."
- M.S., July 2025
"Our family has worked with Robert and his team for close to 25 years. During that time, we have had the opportunity to experience Robert’s very high level of care and diligence in dealing with our affairs. Whether it has been managing and growing our wealth, or helping to organize our estate, Robert and his team have continued to go above and beyond to ensure our family is well looked after. We ensure that all of our new business goes to Robert. We are fortunate to work with Robert and his team, whom are highly professional, knowledgeable and always go the extra mile for us. The service we have received and the attention to detail provided by Robert’s group has consistently been truly outstanding"
- J.R. & I.R., November 2021