“We have been dealing with Ahsan and Asif since 2005.  We have always been impressed with the timeless advice.  We feel that our financial position has been addressed and improved.  There are a number of things outside of financial planning that they provide such as webinars, seminars, podcasts, and reading information.  We appreciate the good information that they give us. - G&L Ravalico ( Finance Executive & Mortgage Specialist) September 2021
"We have been with you both the longest from our other advisors and have no intention of changing.  We appreciate the advice and information you give us.  We know that we can ask you any question and that you will always come back with an honest and thoughtful answer.  We are confident in your advice and planning.”
 – Bill & Marie (retired couple) August 2021

"Our Advisors Ahsan and Asif are really informative. They connect and stay in contact and provide us with guidance. They are really friendly and polite in their dealings with us. They are also very knowledgeable about our investment portfolio." - S & L Chan (retired Controller and Wealth Management Advisor) September 2021

"I am happy with my relationship with Ahsan and Asif over the years. I enjoy spending my money and seeing it grow. Basically I don't worry about money because it's in good hands." - C. Williams (Retired) September 2021

"The greatest value Ahsan brings to the table is that our relationship is based on trust. He is an excellent listener and I believe he acts and makes decsions for us that are in our best interest." - S & L Sabourin (School Principal and Hospitality Professional) September 2021

"We just want to say Thank You for being here for us this past year! You’ve done far more than manage our financial security! Your continuing communication through good and trying times is both reassuring and calming! You show constant support and care for us, our emotional as well as financial health. We want you to know we are grateful and appreciative for all the “above and beyond” you have given!" - Kathy and Norm R. (Retired, Accountant and Captain Toronto Fire Services) September 2021

"Thank you for doing such a great job for my wife and I.  It has been a pleasure dealing with you over the past approximately 25 years" - Dino & Mary (retired couple) September 2021

"I have appreciated working with Ahsan Khan because from our first meetng when he took a lot of time to determine what my financial needs were and what my risk tolerance was, as I was new to the process, and close to 10 years later that has always been the case with regular reviews of my portfolio and risk tolerance and adjusting it when needed.  I feel confident in their investment strategy and my investments have steadily increased through ups and downs in the market. In addition, Ahsan and Asif go beyond their client's financial well-being by regular mindful emails, podcasts and webinars related to health subjects that help me to make good choices and/or just make me feel better.  Arnel is part of their team too and I have been very impressed with how available and helpful he is with any assistance I need." - H. McDiarmid (Corporate Law Clerk) September 2021 

"It has been our pleasure to work with Ahsan, Asif and Arnel over the last ten years.  Their knowledge and understanding of our needs has allowed us to focus on our early retirement plan. Although many changes have occurred during this period, our trust in them has allowed us to reach our goal.  We feel we have a personal connection ,and never felt alone during trying times.  “Stay the course don’t lose sight!”- J & A Gibson, retired Executive Assistant and Department Manager November 2021

"Ahsan Khan has been our financial planner for the last 25 years. He is personable and knowledgeable. Together we have secured our retirement."- L and S Brunton, Retired Corporate Manager and Corporate Accountant November 2021

“We chose you because of your honestly and friendly approach.  Every time you met with my parents (who were your primary clients) you always treated them with so much respect and attention. You are patient and explain things in detail so they could easily understand.  You catered to our needs as well and offered us many options for investing.  You always listen to our perspective and respect our decisions. And again,  your honesty is everything!  We are confident in your work and feel very secure in you managing our family investments. Our accounts are all doing well and we know we can sleep well every night because you are taking care of our family’s future.”- Frank M (Manager Banking Services) & Sara A (President of a National Trade Association) December 2021

“Working with Asif and Ahsan has taken away the stress. It feels good knowing our money is being looked after. This helps us to be happy so we can enjoy life.”- J.Kelly and M. Kelly, Corporate Controller and Retired Senior IT Consultant January 2022

"Ahsan has always been honest and transparent with his advice. He has really made it one of his priorities to understand us personally as clients." Phil P and Christina P, Doctor and Corporate Manager. January 2022


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 investment.