Testimonials
chris has gone above and beyond
"Chris is pleasant, approachable and always available on short notice. He is an extremely hard worker who has obviously taken the time and completed the necessary research to get to thoroughly know our current living situation and future plans. He is an excellent communicator who clearly answers our questions in an understandable way and routinely provides my wife and I with all of the necessary resources to make important, informed decisions. Chris is proactive and regularly reviews our portfolio to make necessary adjustments in achieving our long- term financial goals. In short, Chris has gone above and beyond our expectations on numerous occasions and has proven invaluable to have as our financial planner."
-BR, Hamilton
I Completely trust his knowledge
"I've had the pleasure of working with Chris for over 8 years and I completely trust his knowledge with my financial future. His level of integrity and professionalism are outstanding."
-LM, Toronto
He takes the time to listen to our needs
"My wife and I have known Chris for many years and have complete faith in his guidance when it come to our financial security and long-term goals. He takes time to both listen to our needs and fully explain the decisions we’re undertaking. He genuinely cares about his clients and their well-being. As a family-focused person himself, he understands how important it is to get everything right. It boils down to trust, and we trust Chris’s experience and expertise."
-MR, Oakville
He is concerned with the well being of his clients
“Chris has been excellent in giving sound financial advice to us. We are moving closer to the place we would like to be with regards to debt and investments and appreciate his non-judgemental and gentle approach. He makes it very clear in his dealings that he is concerned with the well being of his clients and not just for personal gain. We couldn’t be happier and continue to recommend him to anyone of our friends looking for a financial planner."
-JD, Burlington
