What our clients say about us
Jollie Minhas and her team at RBC Wealth Management have provided excellent investment advice for me for many years. Warm in manner, thoughtful in providing strategic advice, Jollie and RBC Wealth Management have proven to be trusted, and effective professionals.
Can't thank Jollie, Terri, and Brandon enough. Terrific performance over many years.
~ JM
As the demands of my work are relentless, I rely on trusted experts to manage my family’s financial investments. For several years now Jollie Minhas and her team have been providing that invaluable service with a appreciation for and understanding of our current needs and aspirations. The team is personable and professional, responsive and proactive. And the peace of mind they provide is priceless.
~Rudy Buttignol, C.M., President CEO, British Columbia’s Knowledge Network (Corporation)
As my father grew older I began to assist him with his financial affairs, and it was at this point that I met Jollie Minhas as one of my father’s financial advisors. It quickly became apparent that Jollie stood head and shoulders above the rest and that the high level of trust he had placed in Jollie was well founded. Together we decided to consolidate his investment with Dominon Securities.
The care and solid financial management that Jollie and her team of Terry and Brandon showed to my father for over ten years made it an easy choice to trust Jollie in advising my personal finances. Jollie and her team have been amazingly helpful in developing a complete financial plan for me and my family. It is reassuring to see how Jollie constantly reassesses the market to provide up to date advise to help achieve my financial goals.
I can confidently recommend Jollie and her team to help you with your financial goals.
~Mark Robertson
We have trusted Jollie and her great team for many years with out families portfolio. She always goes above and beyond to advise us, in a professional manner, with investment strategies and opportunities. She is quick to respond to any questions that we might have. Jollie has assisted us in extensive estate and retirement planning, as well as tax planning and advise. We would definitely recommend Jollie and her team to anyone looking for investment services.
~Diane Ytsma
Jollie Minhas and her team have provided us reliable and proactive wealth management strategies including estate planning for many years. Her explanations are easy to understand and align with my tax planning. I refer my client to Jollie with confidence, as I trust she will adapt to their needs whether they are early in their career or are requiring asset management after retirement. We consider Jollie a trusted advisor and do not hesitate recommending her services.
~Parm Gill – President, PSG CPA
We have been clients with Jollie for many years and we appreciate the work and dedication that Jollie and her team put in. We trust her implicitly and she has earned this trust both with clear and decisive thinking over the years and has also shown a true caring for our wellbeing and the wellbeing of our family. We have recommended Jollie to several family members and friends and they all remain clients to this day. There have been several occasions where her support was truly critical and she never hesitates to step in and provide sound advice when needed. On top of that I’m reassured that Jollie is always tracking the markets and financial situation and it’s clear that she really enjoys her work. Lastly I appreciate her investment style, she has a long term view and doesn’t get distracted by the emotions and fads in the market. Highly recommended!
~Derek & Barb Pyner
We have been clients of Jollie and her team for over a decade now. Through times of turbulent markets and global upheaval, Jollie's sound judgment and careful management have steered a steady ship. Jollie is committed to maintaining a disciplined, long-term approach. I appreciate her ability to clearly lay out the rationale for her recommendations and to keep current on her clients’ financial needs and goals. Jollie wants the best for her clients and it shows, both in her portfolio management and in the responsive, conscientious and caring service she and her team provide.
~Pam and Russ Shaw
