"Doug has been helping me manage my finances for over 13 years and I can't stress how good he is at his job. His honesty, integrity and friendly personality has made me confident in what we have accomplished with my portfolio. I consider Doug a friend now and trust him completely."

Marc Richea, Senior Consultant, Solvera Solutions


"Doug has been our financial advisor for over 12 years now and we are very satisfied. Doug focuses on our needs before presenting us with any investment options. His customer service approach is personal, honest and very professional. We recently had a life changing event that required additional work on our portfolio and Doug proactively managed the transition in a prompt, creative and professional way. He is very proficient and we know our interests are well looked after. We highly recommend Doug for any of your financial needs."

Stephane Brissette, Retired


"Doug Mushka has provided exceptional financial planning and investment advice to drive an investment plan for two generations of our family. We have prospered with Doug Mushka's professional guidance in an ever changing world as we adjust with the times and the financial markets. We strongly recommend Doug Mushka's financial guidance based on his ethical, professional, and appropriate portfolio selection that has proven successful for us."

John Speer, Engineer
"Doug Mushka is managing my personal portfolio as well as my company account with thorough knowledge of the markets and great responsibility.  I also appreciate immediate responses to my questions and advice whenever needed.  Our business relationship is over a decade long."
Tomas Manasek, retired
"Doug Mushka surpassed my expectation of working with a financial advisor right from the start.  His easy manner and genuine interest in my family and my future goals gave me the confidence that he understood not just what my financial goals were but why and how different strategies would fit with my comfort level.  Doug always takes the time to answer any questions I have and explain options in my portfolio.  He goes the extra mile, not just providing me with regular updates but initiating conversations when market conditions shift and providing opportunities to attend seminars that are specific to my financial goals.  i feel secure knowing that Doug has my best interest in mind and will work with me to ensure that my goals are met."
Gwen Murray, Marketing Strategy Consultant
"Over the years, having Doug as our financial advisor has been a pleasure.  His expertise in the financial management field has been invaluable in helping us manage our investment portfolio, estate planning and insurance needs.  He is always professional, conscientious and down-to-earth.  Most importantly, Doug has put our minds at ease regarding our finances and our future.  We highly recommend Doug to anyone who is looking for excellent financial advice and superior customer service."
Eileen Coughlan, Writer
Donald Gee, Co-Owner, Geo-X Exploration Services
"Doug Mushka has been my financial advisor for over 10 years. After comparatively good results following economic downturn in 2008, I decided to move all my investments to Doug. His integrity and knowledge are invaluable. He meets with me as often as my busy schedule allows to assess my risk tolerance and to review my portfolio, providing answers to all my questions. Doug takes the time to really know his clients which gives me every confidence that not just my financial goals are well understood but also my comfort level. He regularly provides updates and has always been available to answer any questions or to explain options within my portfolio. I have every confidence in him. Doug has always offered sound financial advice based on my investment objectives. He keeps in regular contact and provides me with ongoing financial advice as my needs and the markets change. He takes the time to fully explain my options and to guide me in an appropriate direction. I feel as though he truly cares about me, my finances, and my future. He is a pleasure to deal with, honest and reliable, and I feel secure with my financial goals in his hands. I highly recommend his services." 
Maggie Irwin  
Thermal Development Technologist 
Cona Resources
"Doug Mushka has been our trusted financial planner and coach over the past 5 years and has stressed the importance of building a proper financial plan now that we are very close to retirement so that we can maintain our lifestyle.  This has helped us stick to a structure that works through whatever market turbulence comes our way.  Doug answers emails quickly, meets with us quarterly, explains what is happening in the markets and makes recommendations based on our risk and investment profile which is reviewed on a regular basis.  I now have greater peace of mind regarding our financial retirement plan and would highly recommend Doug's professional services.
Gordon Petersen

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