Client Testimonials 

Discover what Our Clients, with Goals, Desires & Dreams just like Yours, are Saying About Us...

"The first time I met Sam, I was impressed with both his knowledge and keen sense of serving clients. We quickly developed a rapport, and soon my wife and I decided to switch over the management of our RRSP accounts to him.

We have not been disappointed as Sam immediately turned around what had been a disappointing performance into positive growth. He is always available for consultation, and eager to offer advice.

I would strongly recommend him to anyone who is looking for responsible management of their investment portfolio."

~Jerry A., Journalist/Author

"After years of sub-par returns and disappointing results, I was very fortunate to meet Sam through a friend.

He has worked with my husband and myself and put us back on track.

He is organized, insightful, and highly results-oriented.

I have no hesitation in recommending Sam to my friends and family."

~Renee G., Retired Teacher

"Sam has changed my attitude on investing. I am very happy that I met him and very confident in his abilities.

Sam took the time to sit down with me and talk about my finances and goals.

I now have a strategy for today and for the future."

~Dora W., Small Business Owner