…We feel you are working for us and not just the company and you have our best interests in mind… SB, Mississauga, Ont.
…I liked the clear, qualitative steps you proposed to get my investments back on track – this approach was on a different plane completely from my previous advisor. You made me feel comfortable immediately; I felt a degree of confidence and trust and sensed a strong work ethic. Also, your good work paid off – we started getting better, more consistent results. MB, Mississauga, Ont.
…I was ready for a consolidation. I liked you - you were there at the right time and you impressed me. You knew what you were talking about and you helped me bring it all together. I felt I could trust you…. GC, Mississauga, Ont.
…This was in 2001, in the middle of the tech crash. I am so grateful to you for repositioning my money, so that I sustained only a minor adjustment as a result of the market correction. Your prudent actions have allowed me to be able to pull funds out of my portfolio over the whole time, while only eroding the principal in a modest way. It has given me the peace of mind to be able to enjoy my retirement… BC, Washago, Ont.
…You weren’t pushy. You developed an asset allocation model that took account of our need for capital preservation and took the time to explain it to me in easy-to-understand terms. We came away feeling confident that we were working with a Financial Professional who did follow through and who we could trust to do a good job…
DD, Milton, Ont.
…Now, 4 years later, you have shown that you knew what my goals were and have kept to them. You did much better with the assets you managed than I have done with some of my other business investments – I don’t need to worry about your part! You have met all my expectations, we have made good money and you keep in regular contact to bring me current as required. On a scale of 0 to 10 you get a 10 out of 10…
AT, Toronto, Ont.
… You seem very knowledgeable when you talk to me about the stocks we have or plan to buy and you appear to have a good feel for when to get in and get out too. I have enjoyed the process and, as well, the results have been very good. What you are providing me is exactly what I wanted and if more capital comes available for investment, I will be happy to bring it to you too… BL, Mississauga, Ont.
We feel very comfortable that we are in good hands. Over time, I have had some bumps in my career too – and for a considerable time period, I had to suspend contributions to my investments – and at one point I may have even had to dip into them. Tom was always supportive and helpful through those times – and never abandoned me for more attractive prospects. If I encountered someone who needed help managing their investments, I would feel very comfortable suggesting that they talk to Tom about it.
RM, Mississauga, Ont.
Before I met you, I phoned my son one night and started to cry, I was so afraid... I felt comfortable with you at our first meeting and asked you to take over my investments...It has gone really well - we have been working together for almost 7 years... You helped me dispose of a huge loan I had at the time and simplify my investments - which have improved steadily since then. SW, Etobicoke, Ont.
We knew we wanted someone who would take an interest and provide us a more diversified approach - to grow the RRSPs - with some direction in terms of a retirement plan - we did not want to be 'Greeters at Walmart' at age 65... You have always alerted us, in timely way, when things have needed attention so we never feel that we need to worry about our investments. we really appreciate that. KS, Burlington, Ont.