Brad Howard, CPA, CMA

I was the controller and then CEO of a company with a $21 million investment portfolio. I initiated an investment management test and invited seven participants from most of the major firms to participate. Our performance criteria was investment returns, minimal volatility and a defined need for liquidity. Dave Harder posted the best results for these measures in a yearlong test.

In my ten years working closely with Dave, he has always been very open, communicative and accessible. He holds himself to a very high ethical standard. I recommend Dave Harder to any individual or institution requiring a competent, committed Investment Counsellor/ Portfolio Manager.

George and Dorothy Pilgrim

We originally had our investments with a major bank. We had four different financial advisors in 2 years due to pregnancy, sickness and leaves so it got to the point where we did not know who was looking after us. When a friend recommended Dave Harder we thought it was worth meeting him. We have been with Dave for a year now. Through Dave's guidance and knowledge our investments are doing well and we no longer worry about them. We are constantly kept up to date with Dave's weekly reports as to how the market is doing. We have also been given a copy of the book Dave has written and found it very interesting and informative to learn about the market and how trends and cycles work.