"We have trusted Richard Goulet and his team with our financial investments and savings for our future for the past 15 years. Through that period we have worked with them to develop and execute a plan that has grown at a very desirable rate while ensuring we were always comfortable with the risk. They understand that personal investment is a long term journey so they have had the foresight to bring in Krista Guillemette into the team to ensure we will continue to have our trust in them for many years to come."
WHAT OUR CLIENTS ARE SAYING
Client since 2004
"Richard Goulet's team at BMO Nesbitt Burns has been handling my investment portfolio for many years in a very professional manner.
They are great at communication. They respond fast and accurately to my requests for information and investments. They are great listeners and manage my portfolio with an understanding of my risk level and expectations."
Client since 2011
"Mr. Goulet has been my financial adviser for the last nine years.
When I met him for the first time, my investment with BMO consisted only of GICs. At that time I was worried that investment in stocks would be too risky since I had some previous disappointing experience. Mr. Goulet was very understanding and patient, for which I was thankful. He took the time to explain different investment strategies to me which would build a diversified conservative portfolio, therefore keep up with and stay ahead of inflation.
Mr. Goulet established a very good personal rapport with me and definitely gained my full trust. He guided me gradually to build a diversified portfolio. He would promptly contact and advise me when re-investments came due. We did meet at regular intervals. Mr. Goulet conducted these meeting with solid professional knowledge and at the same time in a very friendly and personal atmosphere. At some of these meetings he asked his associate, Krista Guillemette, to be present. She equally gained my trust with her knowledge and pleasant personality. At any other time I always felt free to contact Mr. Goulet regarding any questions or concerns I had.
Looking at my portfolio now, I am very pleased with the results. They are better than expected. I am convinced I have a solid investment and I am very glad that I did follow Mr. Goulet's advise. Mr. Goulet is very professional and a very fine gentleman. I will recommend him highly to any of my friends."
Client since 2008
"Richard Goulet at BMO Nesbitt Burns has been managing my financial portfolio since 2009. I have been very pleased with the results. From the beginning, Richard made sure he understood what kind of investor I was and what I was expecting form my investments. He checks in regularly to ensure that he is aware of any changes in my circumstances or just to 'touch base'. He is pro-active in altering my portfolio as needed. He is also very good about answering all my questions. The rest of the team, Krista Guillemette and Roxanne Laporte, are very knowledgeable, helpful and friendly. All three of them make me feel like a valued client. (I also really like the Thanksgiving pies they give out!)"
Client since 2009
"Richard is always ready to listen to my questions and to share his financial knowledge. He takes care of my ongoing financial needs and helps me to make good choices in investing. He was very helpful in managing the complex details of a recent family inheritance."
Client since 2007
"My wife and I have been clients of Richard Goulet and his team for 14 years. We have found him to be honest and of the highest integrity, and has a very knowledgeable team in Krista and Roxanne. As we are relatively conservative investors, he has always guided us to investments of this type. Richard will always notify us when there is a change in our portfolio and offers different vehicles to invest in. We are satisfied with the performance of our portfolios to date. We would not hesitate to recommend him to others."
Clients since 2001
"I was introduced to the Goulet Wealth Advisory Team at BMO Nesbitt Burns because my Father and Mother had been dealing with Richard for many years. I was impressed by how the team dealt with my aging parents. After my father passed away, my wife and I began dealing with the Team. Yes, we have been very pleased with our returns, but at the end of the day it's all about Caring and Trust."
Client since 2013
"My husband and I, both retired, have received excellent financial and investment advice from the Goulet Wealth Advisory Team for the past ten years. Richard and his team have helped us build an investment strategy that has provided good, stable growth based on an in-depth understanding of our investment objectives, as well as our current and future needs. Richard is friendly, ethical and always available to provide sound, professional advice. We feel very comfortable working with him and his team as they continue to provide investment expertise and ongoing monitoring of our accounts in a transparent manner."
Client since 2003
"We have been clients of Richard Goulet and his team since 2000. He keeps in touch regularly and we meet to discuss our portfolio a couple times a year.
We are very pleased with the service he and his team provide for us and we would highly recommend him as a financial advisor to anyone looking for quality advice and service. He is extremely knowledgeable and our investments have been well managed to preserve our assets along with regular growth."
Clients since 2000
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.