"Tara has been our investment and financial advisor for the past 20 plus years. She has guided us through our employment years, the volatility of the financial markets, and now our retirement years. We feel very confident of our financial situation knowing she is working for us and continues to provide us with her expertise and management to carry us forward. We take great pleasure in recommending Tara, she has been truly remarkable for us." - D & L R., December 2020 "We just wanted to thank you again for your hard work and getting us a great rate. You guys were professional and got the job done quick and efficient. You got done in a couple days what meridian couldn't in several weeks. These days good customer service is next to impossible to find so its refreshing when you do get it. Its also appreciated the Police and veteran discount that was given. Again these days we are seen as the bad guy to often so yet again refreshing that there are some companies out there who still like us." - D. S., November 2020 "As a result of loss of trust in our previous financial advisor and loss of money on our investments, we decided to checkout other financial institutions. We spoke to several financial advisors and after much consideration we chose Tara Kelly as we were very impressed with her knowledge, competency and friendly personality. Tara regularly gets in touch with us and also visits us to review our portfolio and offer financial advice based on our personal needs, risk tolerance and market change. Tara is our go to person but has an amazing team that is there to watch and study the market forecast. Tara has been supportive to my children in helping them get an optimal mortgage to meet their financial needs. This was greatly appreciated by all of us in these difficult times during our pandemic and economic crisis. Tara is always looking after our best interest. If you are looking for the best financial advisor who is efficient, proactive and knowledgable then please reach out to Tara. We have been very pleased with her service and recommendations of our finances. Thank you Tara and team." - Gina & Peter M., October 2020 "I have known Tara Kelly since 2002 when she started acting for my wife and family, basically managing our Canadian investments. The work she and her well managed team have done for us, has been made very complicated by the fact that we no longer live in Canada. This has jurisdiction and tax implications, which must be understood and handled with confidence. The result has been a successful partnership between Tara and my family, investing during a difficult time in the World Investments Markets. All my family are pleased that we set up our association with such a competent administrator and investment manager. Tara has been good for us and is a credit to BMO Nesbitt Burns." - George R., April 2019 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.