Troy and the team provide excellent investment advice, guidance on insurance strategies and comprehensive financial planning. This has been incredibly valuable to the growth and preservation of our net worth so we can live our desired lifestyle in retirement.
Since becoming clients 10+ years ago, our portfolio has significantly grown thanks to Troy’s short-term and long-term investment advice. We’ve been able to track our progress easily with the accessible online reporting and consistent strategy sessions with the team.
Overall, our experience has been excellent. We receive a high level of service, the team is prompt to respond and action requests and they are unfailingly friendly. We’ve built a strong relationship over the years and would strongly recommend the team.
Johann & Ruth
Troy and his team are honest, transparent and genuinely enjoyable to work with. They’re truly focused on what is best for me. The custom plan they built for me gives me great confidence that I will attain my aspirations for the future and retirement.
As a sole proprietor, I’ve been fortunate to have the freedom to grow my business from the ground up, but self-employment brings its own challenges. One of my greatest concerns was not having a guaranteed pension when it came time to retire. He and his team have taken away my worry about that. Their process helps me visualize how I am tracking towards my goals and inspires me to stay on track.
I welcome their ideas and advice as their expertise is evident in all our interactions. Troy is approachable, relatable and dedicated to my success. I know this part of my financial picture is in great hands and have peace of mind knowing that my investment portfolio is being grown and protected by them.
Craig A.
No matter what happens in the economy or markets Troy, and his team, are there guiding us through. They are very accessible and in consistent contact with us. My husband and I are grateful we became clients 20+ years ago - it has been an absolute pleasure working with the team.
We appreciate that we frequently review our goals together. His team constantly updates our financial plan to capture our evolving circumstances. He invests the time to explain our options and the strategies he recommends clearly and fully. We trust his guidance and value the personal, high-touch service we receive.
It is evident the team truly cares about us, our finances and our future. We highly recommend their team.
Ronalda & John
