What our clients are saying about us.

We are extremely proud of the feedback we have received from our clients over the years for the quality of our work and our commitment to their success. Below are a few testimonials from a sampling of our clients & colleagues:

“After many years of investing, both by myself and with advisors, I was looking for an advisory team, which I thought would provide group wisdom. For four years Jordan, colleagues and assistants have provided great service, consistently high returns and professional advice. They have been absolutely trustworthy – a characteristic I rate highly and allows me to invest worry-free. I would be a much wealthier person had I known them decades ago! I have recommended Jordan to my children and several friends, all of whom now use Jordan and all have been very complementary.”

Steve Y.

"Their unique investment style is unlike anything I’ve seen in 30 years as a CA and investor. I can rely on consistently high tax-efficient cash flows backed by a proven track record. They are far ahead of the curve when it comes to managing assets in today’s environment."
Horsburgh Belton Client & Local Practicing Tax Partner

“I love working with the RBC team! I don’t have the time or experience to manage my investments and I am in great hands with Jordan and his team. They make my portfolio easy to follow and understand, communicate openly in a timely fashion, are always pleasant, and most importantly deliver a solid return I am happy with!”

Leslee K.

"Jordan and his team have managed our investments for over 10 years. We find them very professional and honest and they communicate extremely well. We have been pleased with our rate of return year after year.””

Ken O.

"The prospective clients I refer to Brent & Jordan always come back with positive feedback. It doesn’t matter how complex the situation, they are always a trusted resource I can turn to with confidence."
Kevin Clements, RBC Investment & Retirement Planner

"Transitioning from running my business everyday into an efficient succession plan has made my retirement enjoyable and stress-free. Using covered calls and put writing has sufficiently created the income I require to meet my family’s needs."
Horsburgh Belton Client & Retired Business Owner