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Robert Vogel
Ian Butler
Laura Chui
Samantha Saores

First Canadian Place
100 King St. W, 38th Floor
Toronto, ON
M5X 1H3

"Good ideas, prompt return of phone calls, excellent back-up support staff. Watching things for me so I don't have to. Complete honesty and always have my best interests in mind."
- DDG - Toronto, ON- Client since 2007

"Truly understand my investment and retirement plans and provide sound advice in pursuit of my financial goals."
-  MO -  Oakville, ON- Client since 1996

The team is very approachable, friendly and always up to date on the markets, gives answers the neophyte can understand and there is no condescension."
- M&A S- Toronto, ON- Client since 2004

"Genuine concern for our financial wellbeing."
- K&N F- Midland, ON- Client since 2007

 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.