We have had the good fortune to work with the Elder Team for well over a decade. When we first brought our portfolio, Vance really listened to us about our financial goals. Gratefully, we have seen considerable growth with the savvy, strategic plan Vance developed for us. Like any account over the years, due to the world economic climate, we have had good and bad years. In the predominantly good years, we have been thrilled. The impact of our accounts in the negative years was mitigated due to Vance’s tactical pivots. We are now strategizing our retirement years. Along with the Elder Team, and their resources, we feel it is possible to have that future Vance helped us dream up years ago. We couldn’t be happier or more confident to recommend The Elder Team to anyone who needs a knowledgeable and trustworthy brokerage team. (Fall 2024)
-Rick and Tina Nielsen, clients since July 2012
I would be honoured to attest to the excellent service that Vance and his team at BMO have given us from our first deposit (maybe 25 years ago). We retired 10 years ago, but the team has always maintained contact with us regarding planning ideas and advice. We have always placed our confidence in Vance and his team, that have never let us down. Vance once said that I was one of his best savers which encouraged me more to save for the future. Thanks!!! Great advice and personal service. (Fall 2024)
-Joanne and Ray Crerar, clients since November 2005
Vance Elder has been my trusted investment advisor at BMO Nesbitt, and I couldn't be happier with his services. He and his team are exceptionally knowledgeable and patient, always taking the time to explain complex financial concepts in a way that's easy to understand. Vance consistently provides sound advice that has helped me make informed investment decisions. What sets Vance and his team apart is their efficiency and responsiveness. They are quick to get back to me whenever I have questions or need assistance. Their dedication to their clients is evident, and I've referred both friends and family to The Elder Team, all of whom have been equally impressed. Vance is undoubtedly my go-to person for financial advice, and I have full confidence in his expertise. I have been comfortable referring friends and family to their Team to take advantage of this. (Fall 2024)
- Jean Williams, client since June 2017
We have been fortunate to have Vance Elder and his team manage our investments for the past 30 years. Their expertise and dedication have been invaluable to our financial journey. From the very beginning, Vance took the time to understand our goals and risk tolerance, creating a personalized investment strategy that has consistently delivered results. Their commitment to client education, transparency, and availability to provide insights sets the team apart. My wife and I wholeheartedly recommend Vance Elder and his team to anyone looking for a trusted financial advisor who genuinely cares about their client’s success. (Fall 2024)
- CM, client since March 1999
Vance has been my investment and financial advisor for about 20 years. Over that time, he has advised and guided my investment decisions within depth discussions on my personal goals and risk appetite. Goals, risk, and personal situations have changed over that time. Vance has been there every step of the way. As a result, my investments have increased in value, and I am well set for the future including freedom to travel and enjoy life in general. I also will be able to leave an inheritance for my son and granddaughters. Finances are never just about numbers. It's always personal too. Vance and his team understand that and always take personal needs and situations into account. (Fall 2024)
- GR, client since September 2004