“We must find time to STOP & THANK the people who make a difference in our lives.”

John F. Kennedy

Over the last year, many clients have paid me the honour of referring friends, relatives and other significant people in their lives to me for financial and investment advice. I believe it is very important to recognize all of you who have shown confidence in me as a trusted adviser. Thank you so very much for seeing my worth and merit in your financial well-being.  And thank you for allowing me the good graces to represent your faith in me with people you value.

A referral is never a recommendation that I take lightly.  I fully understand, that not only do I represent myself with potential new clients, but I also represent you, the individual who has offered me as a viable and competent source of sound and responsible advice. Receiving this confidence from you is one of the most fulfilling aspects of my role as a financial adviser.

The variety of concerns I have addressed are quite extensive and the outcomes rewarding. Many referred individuals simply need to know their pension roll over options and the resulting life planning involved to make the most of those assets. Others have floundered with endless years of lethargic returns and need to understand why this is happening and what to do about addressing a chronic concern. Still others need the reassurance that their assets, if properly invested, will not only last, but will provide a legacy for family members.

On every occasion, I do my utmost to offer the very best advice, to be a compassionate listener and to be proactive about generating the best outcomes. Meeting your expectations of me is the very least I can offer for your confidence in me.

Again, thank you for your trust. It is always noted and appreciated.