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"I have never encountered a financial advisor with such a simple, direct approach; nor one who can cut to the core of a problem and lay it out for me in such a careful, reasoned and yet unassuming manner.
Robert Mutrie, Architect (Client since 1991)
"You have now looked after my financial affairs for over a year, and
I would like you to know how much I appreciate the caring and patience you have shown. It means a lot to me to know my finances are in good hands, for I can rely on your knowledge and expertise. Again, thank you."
A. Smith, Retired
(client since 1994)
"I would like to thank you for the financial advice that you have provided us over the past several years which has resulted in increased values in our RRSP accounts. I have always valued your advice and analysis of potential investment opportunities."
Bob Biely, President, Chatsworth Enterprises Ltd.
(client since 1991)
"We like Ted because his advice is considered, prudent, and conservative, all of which gives us great confidence and comfort."
F. Brassard & C. Kurtenbach Teacher & Psychotherapist
(clients since 1994)
"As your client, I appreciate your attention to detail and communicationskills. The articles and information that you send, relevant to my investment goals, are very helpful."
Steve Farrell, Owner Aristos Mail Tech Inc.,
Mailing Service Provider
(client since 1993)
"My husband and I are writing to thank you for the time you have spent with us learning about our financial affairs and, on an ongoing basis, working with us to achieve our goals. Your advice is always well thought out and appropriate to our situation. Your newsletters are timely and relevant. We value our relationship with you and look forward to working with you for many years. We would recommend your services without hesitation."
Karen & Tim Bancroft Teacher & Supervisor
(clients since 1995) |