"We really appreciate the way you explain everything and your creative way of getting us the most value. Your enthusiasm shows and it’s infectious. We feel more confident we understand our situation and have a clear path to retirement with your expert guidance. We really enjoy our get-togethers and learn so much each meeting. I sure look forward to the next one and to get all of our assets moved to your team."

-Senior Print Specialist, Project Manager, December 2024.

 

"We have been very fortunate to have Jennifer as our investment advisor for the past 25 years as we raised our family and now in our post work period. Jennifer took the time to get to know us well as she crafted our financial plan, developing milestones and checkpoints which have served us well into retirement. As the world and our Canadian economy has changed Jennifer has provided us with well researched investment options that meet our needs and our risk profiles which has resulted in strong positive financial results over these many years. She is very thorough and takes the time to explain the thinking behind her recommendations. All said, we trust Jennifer and consider her to be someone who is a very reliable friend in looking after our interests. She has always been readily available when needed and has associates who share her values. Hence, we have happily recommended Jennifer to members of our family, who are now very pleased with her services. We would recommend Jennifer without hesitation to anyone in need of financial advice."

-Retired Bank Executive, Retired Government Planner, January 2025.

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