What Our Clients Say:
"We have been investing for a painful 30 years before finally finding someone we could trust in the complicated and fragile world of investing. With our previous advisors, there seemed to be a common thread: Huge promises but poor performance. There always seemed to be an excuse as to why our investments never seemed to meet the stated target. We lost count of the number of times we felt betrayed or deceived.
We are so grateful and relieved for having found Irene Yan. Irene takes the time to understand your goals and keeps them in mind in all transactions. She explains the different types of investments and their pros and cons and makes every effort to educate us on the terms and complexities. Although we understand that she has no control on the market, we finally sleep at night knowing that someone is truly on our side. Irene takes the investment of our hard-earned dollars seriously. As an additional bonus, our investments have outperformed our expectations.
We dread the day that Irene retires."
- Maurice and Cynthia, Aug 2017
"I have known Irene about 24 years. We first met at HSBC Bank, and she was always so nice and helpful with all my needs and always client first. Irene and I have become good friends as years have gone by. She had left HSBC Securities to join BMO Nesbitt Burns, and asked me to transfer my holdings to BMO so she could continue to help me with my investments and financial plan. Without hesitant, of course I followed all her advice and today still do.
It was very lucky for me to have met a nice and helpful person as my good friend Irene. I will always support Irene as she does for me as well. She's the very best at what she does and the clients always come first. Her team does a great job taking care of all of my needs and making sure that the client is never left a day of watching over their finances. The team members are very nice and caring and you get all your needs as a client.
Thank you to Irene and her Team for taking good care of me."
- Gerald, Aug 2017
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.