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Home Why these folks appreciate our retirement financial planning solutions

Why these folks appreciate our retirement financial planning solutions

Words cannot express how meaningful this exercise was today. We look forward to supporting the development of your process and continuing in our conversation. Thank you!”

Greg, Lisa, and Sydney M.


The financial statement you drew up was very helpful, and you have kept up with the changes. You’re very easy to talk to and very willing to take as much time as needed. You came to our condo to talk to us, and I know we can call or email you whenever we need to.”

Connie Tovell and Bert Young


Tim has the ability to manage details while staying focused on the big picture. He has a great way of dealing with people and is a true professional.”

Patrick R., National Business Development Executive


The approach is ‘client-first’ and customized based on individual circumstances, low-key and unpressured, giving me the opportunity to adopt solutions that suit the situation and to collaborate on next steps. I’m pleased to have found a financial advisor who is truly interested in positive outcomes for clients.”

Shelley Grandy


I have read the Plan thoroughly. You did a magnificent job!!! Thanks for your recommendations; I’m happy to say I have accomplished most of them.”

Carol T.


We wanted to analyze the ‘big picture’ and break it into manageable steps so we could implement over a 10- to 15-year timeframe. You took us beyond the advice of our CA to actually achieve those complicated steps we couldn’t seem to accomplish on our own, such as dealing with a host of financial institutions and CRA. You were patient and took the time to listen and then explain what steps were needed and why. You provided a thorough analysis with good suggestions on how to get it done.”

Ian McRuer


We both wanted to thank you for the great work you did on our financial plan several years ago. We have often referred to it and the advice was excellent.”

Shelley and Roy Grandy