A few examples of what our clients are saying about us.
Working with Mike and his team takes the worry out of our finances. I’m the kind of guy who would like to handle our affairs, but have always found that life is too busy to find the time for it. Mike has done an excellent job of helping us determine what we want in financial planning and making sure that we stick to it.
Tony and Ruth Chilco
Engineer and Teacher.
Mike and his team have been great with their help. We are now better informed about our finances and better able to meet our long term goals regarding retirement, savings, continuing education and starting our family. They have taken away much of the unknown and we are now prepared as we continue to build our new life together.
Hsiu-P’Ang and Karen Chan
Both Engineers.
If I had to put in one sentence why I recommend Mike it is his “DEFENSIVE approach”. This is what you need to talk to Mike about. Do what you do best and find the expert to do the rest. This is the adage my parents passed on and it has served me well. I have always had a keen interest in markets and strategies but is not my forte, therefore I leave it to experts like Mike that will follow it on a daily basis. Mike’s hands on approach for portfolio growth as well as taking care of gains with tax advice are strategies that work. However, Mike distinctive proactive defensive investment approach is why we entrust our savings with him. Thanks Mike and much success to all. Cheers.
RJ.
In today’s world of business and investing, integrity and client care are becoming endangered species. With Mike and his team, it’s comforting to know that I can count on them for both.
Eugene Harbin,
Business Owner
Mike has always impressed me as a thoughtful and honest man and I thank him for guiding us through the last couple of years. Without his wisdom, financially we would not be where we are today.
Mike and Muriel Moynes
Retired GM and Retired Messier-Dowty
The Register Disability Plan RDSP seems very complicated but Mike with his in depth knowledge is an expert in this program. Mike has taken a personal interest in helping people to get the available grant money from the Federal Government. Thank you Mike.
Jennifer Rowley
As a Registered Professional Accountant and Income Tax specialist I am very familiar with the tax treatments of investments. However, as a self-employed professional I don’t have time to monitor every aspect of my finances. I have found that Mike and his team are great at this. At any given time they can get me updated and then I know exactly were I am. It is because of their great customer service that I freely recommend them to my clients. I.B., RPA
Mike was a breath of fresh air for my wife and I when we first met him. We were impressed with his honesty, knowledge and strategic outlook, but even more so with his transparency. Our relationship has been one of two way dialogue. He informs via face to face conversations and e-mail updates. He also listens to our responses and attempts to give appropriate feedback. On occasion, he has sought our input as consumers before making business decisions. We feel much more in control of our investments with Mike. He has a plan for growth and security that meets our financial goals and he works that plan. His willingness to move our investments to safety in times of impending crisis gives us comfort. What a contrast to the ‘buy and hold’ situation we were in previously. All the best.
Gordon Whitney, Retired.
McLaren Wealth Management 