"My late partner and I have known Hugh since 2009. Here are the reasons why I choose Hugh over the many other options available to me. Hugh is a dedicated, calm, professional who listens and provides superior advice with integrity and honesty. He is proactive, responsive, timely and very sensitive and cognizant to the needs and security of his client's investments. I have been so impressed with his repeated performance that I have transferred my two aunt's portfolios under Hugh's very competent hands." - Azim R, Toronto July 2020 "My mother was most fortunate to have had Hugh as her investor. Because of Hugh’s keen knowledge of the market for the long game, this gave my mother the financial security and luxury of living in her own home until the end of her life. Fortunately for us, Hugh is continuing as our family investor and friend. Hugh’s personal attention and track record more than speak for themselves. A warm thank you to you Hugh!" - Lise G, July 2020 "In 2002, starting a new life, my husband and I needed advice about financial investment strategies for our future and later retirement. We were very fortunate to have been referred to Hugh. Immediately we felt in good hands. His professional, yet personal approach, advice and recommendations have always confirmed this first impression. Hugh stays in regular contact with us to discuss matters and is always available with immediate response if worries or concerns arise. We are looking forward to many more years with Hugh at our side." - Klaus & Karen, Parry Sound, July 2020 "We are writing as very satisfied clients of Hugh for the past decade. Hugh has managed our investments and helped us plan for retirement. He is knowledgeable, professional, and personable. He strives to ensure that we understand the rationale for his advice and proposed investments and is in regular contact with us. We would recommend him to anyone looking for investment and financial planning advice." - Ian & Fiona, Toronto, July 2020 "We have been clients and now friends of Hugh’s for over 20 years. Hugh has been advising us in our investment plans since the beginning of our careers. Has helped guide us when our business was young and growing and when we sold it and became retirees. He has been a steady, reassuring advisor and friend that has helped us create a solid investment portfolio so that now we can enjoy the results of our hard work. We have referred family and friends to Hugh with the utmost confidence." - Michelle & Steve H, July 2020 "Hugh has been our family's Investment Advisor since 1999. Over the past number of years, we have benefited from his financial advice. His commitment to organizing our portfolio, to creating a plan that would meet our financial and retirement goals has been reliable and steady through the ups and downs of the market. With his knowledge and guidance, we have built our portfolio to meet these goals up to and including our retirement. We always enjoyed welcoming Hugh to our home. His friendly and calm assurance was comforting. Since my husband's passing this year, I will look forward to meeting with Hugh and feel confident that my financial interests will continue to be managed with his expert help." - Ruth, North Bay, August 2020 "Hugh has been our financial advisor for 20 years. He communicated regularly with us and consistently provided sound advice completely aligned with our goals. We always had a sense that he had our best interests at heart as well. We highly recommend Hugh." - Jill & Steve, Oakville, December 2020 "Our families have benefited from Hugh's investment advice and assistance for many years. lt has been sound advice and has served us well. He has always returned our calls promptly. We appreciate his very patient and thorough answers to our concerns, questions and requests for investment information. He has always been very helpful in assisting us to make good investment decisions. We are very satisfied and happy customers!" - Jim and Sharon, Gore Bay, December 2020 "Hugh has been our wealth advisor for more than 20 years which is testimony to the trust and confidence we have in Hugh and his professionalism. He is always prepared and offers more than one option when it comes to investing and divesting. We are now retired and have prospered thanks to Hugh’s expertise.” - J & J, December 2020
“Hugh has been looking after my investments for a number of years and in that time I have found him a very knowledgable investment manager and has great expertise in the markets. I trust him explicitly. Apart from his knowledge in business he has a very friendly and kind personality and will always answer questions promptly. I value his advice 100%.”
- SO, UK, October 2021
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. Click here to schedule a private consultation.