We moved our investments to Amanda back in 2018, as we were not happy with our previous financial advisor. Amanda was recommended to us and we decided it was time for a change.We haven’t looked back; it was the best move we have ever made for our financial future. Amanda is compassionate and knowledgeable and makes sure she explains everything in a manner that you can understand. She makes sure that she understands what your future goals are and advised us as to how we could make it a reality.With her guidance we have managed to build a secure future for ourselves as we are both going to be retired in the next 6 months and are not worried at all. Don’t hesitate at all to give them a call to help you with your goals.Amanda and Christine, you are the best.
I have been working with Amanda for over 10 years now. She has helped me and my family craft a plan which has put us on target to reach our long-term goals. Amanda and Christine are always available to take my calls, or they respond quickly to my emails. I know I can trust Amanda’s advice, as she always has our best interests in mind. She takes time to explain things in easy-to-understand language and makes the complicated financial process less intimidating. I feel like I am in control of my family’s financial future, all thanks to her guidance and expertise.
When I separated from my husband, I wanted to also separate my financial information to a different advisor. My friend highly recommended Kay. I connected with her quickly and felt very comfortable with her from the start. She was so kind, understanding and gave me advice that I could take it or leave it with no pressure. At that time, I knew Amanda briefly as she sat in on some of our meetings. When we had our first 1:1 meeting, I realized her knowledge and intelligence in the financial sector. We bonded and I have been a client of hers since 2014. When I have a random question and send a quick email to Amanda, the response is always within 24 hours or less with a full detailed explanatory email. She understands the financial stress I am under and has taken every step possible to keep me on track in order for me to be financially prepared for retirement. She always explains what she thinks we should be doing (while giving me options) nonetheless leaves the final decision to me. Hence, I have always gone with her carefully selected option and have never regretted it. I have recommended friends to Amanda and will continue to do so. My daughter is just finishing her Masters and I will have her reach out to Amanda hoping she can take on her financial story for years to come.
I have been a client of Kay’s for over 20 years and Amanda for nearly a decade. They have seen me through many stages of my life and have always listened to all of my questions no matter how small. Both Kay and Amanda have been supportive of whatever my current financial situation and helping me plan for the future. They have pushed me with tough advice when needed and I have always felt they have my best interest at heart. I use other services that they have recommended including insurance and tax services. They are always available to meet my needs and work with me to update my files and provide information in ways that are convenient to me. I have recommended them to family and friends who are also now clients.
Kay’s services were recommended to me by a former work colleague about 15 years ago. When my husband and I met Kay, our first impression was that she was a very warm, caring person whose passion was clearly to help people, and share her wealth of knowledge as a Senior Financial Advisor. Since that time, she had helped my husband and I over the years with life insurance, RRSPs and investments, mortgage and pension advice, and creating a retirement plan.
Due to all of the careful planning and great care that we received over the years, when I recently lost my husband unexpectedly, it made a terrible situation more bearable. Kay, Amanda & Marilyn came to my need and helped me through a very difficult time. Kay was able to come to my hometown to assist me when I wasn’t able to get to her, so that we could develop a new plan for my future. They are extremely reliable, efficient, respectful, and I had the utmost confidence in them. They offered clear explanations, and options available to help me make informed decisions; often recapping discussions we had in an email so that I could refer to it again later.
I felt like a good friend took my hand and helped me when I needed it most. It was the best decision I made taking the advice to contact Kay 15 years ago. I look forward to offering the same recommendation to others.
We have been working together since the mid-90’s. We have always felt that we are more than just clients to you. You are always asking how our kids are and always show an interest in their endeavors. When we have had questions about our parent’s finances you have always answered them even though they aren’t your clients. We feel more like family or friends than we do clients. Our kids are now your clients and they have nothing but good things to say about your advice.
What we like best about your service is the lack of pressure. Without judgement, you’ve kept us on track with our financial plan, through good years and bad. We always leave your office feeling that we will be okay when we retire. The other thing we love about your service is that you give back to us. We have been treated to so many different activities by you – dinner, movies, comedy shows, and seminars. This shows how much you value our business. We know of no other financial planning service that offers these perks.
Through you, we are well on our way to reaching our retirement goal which is to be able to live well and do some travelling. The other goal, which is equally important, is helping our kids save for their future by showing them that it isn’t difficult to put money away at an early age (much earlier then I started).
We would recommend your services to anyone.