Don't take our word for it, hear what our clients have to say:

 

My relationship with Gord McCallum began over twenty years ago on a professional basis as a CPA in Public Practice. We worked closely for many years to give our mutual clients the best service possible and I always found Gord extremely knowledgeable, professional, and trustworthy. Chelsea Despins is also a pleasure to work with and is always professional, responds quickly to questions, and has a caring approach that is appreciated. They both treat me with respect and I feel confident that my personal portfolio is in good hands and that I can approach them at any time with questions or concerns that I might have. Their knowledgeable and calm approach during some market fluctuations over the last 20 years helped to reduce the stress.

Joe W. – Retired Chartered Professional Accountant

 

When my husband passed away, I was frankly overwhelmed by paperwork and wasn’t sure where to turn. He handled his investments for many years with Gord & Chelsea, so I contacted them for assistance and was immediately comforted and confident that they “had my back” through the process. Their knowledge and kindness through the process was invaluable to me and has continued in all my dealings since. They provide quarterly reports with specific recommendations to my portfolio that have seen it perform smoothly through various market fluctuations and stresses. Besides their excellent professional acumen, Gord & Chelsea are lovely individuals, taking a genuine personal interest in their clients’ lives in addition to their investment advice. They send a very interesting annual letter at Christmas telling us about their families and all that transpired in their personal lives during the year.

Bev W. – Retired Commercial Insurance Broker

 

On first meeting with Gord in mid-2019 it was very evident he was not trying to sell himself or his product but was rather offering to provide a service in our best interest, considering our stage of life and tailor our investment strategy to suit the risk and security appropriate to our situation. In the 5-years since, we have had full confidence and satisfaction in the services provided by Gord and his team. We have asked for advice or recommendations on our tax returns on entry to the Canadian tax system and the tax advisor recommended was very professional, providing exactly what we needed. Gord also facilitated setting up meetings and services with RBC Wealth Management Consultants which provided excellent discussion, advice and recommendations on our Estate Planning, Wills and tax management. We have been provided with regular portfolio updates, RBC’s economic outlook reports and views on the relevant economies and associated portfolio recommendations. Gord’s recommendations have always been clearly made, with excellent attention to both our own situation and the projected outlook and have always been passed by us for agreement before implementation. On the very few occasions where we have been in disagreement with a recommendation, Gord has always been open to discussion and welcomes such input. Efficient tax recommendations have also been part of our portfolio management. We have found the service provided us to be very personal, genuine, tailored to our needs and professional. We feel that we have a very solid and personal relationship with both Gord and his associate, Chelsea Despins.

Keith & Tess N. – Retired Vice President of an International Subsea Construction Company & High School Teacher

 

For several years before he passed, my husband, Ken, managed our financial matters along with our financial advisor, Gord McCallum, at RBC Dominion Securities. He always valued his meetings and many telephone conversations with Gord and considered him a friend. Unfortunately, I did not involve myself in these matters, I left that up to Ken. When I lost my husband to cancer, that left the daunting task of the finances to me with my very limited, at best, knowledge. For the past eleven years, Gord has taken extremely good care of my personalized quarterly portfolio review and has guided me through some difficult decision making. I believe he manages my portfolio as if it were his mom’s, which gives me confidence in our decisions. He and Chelsea, his right-hand and very capable associate, are always a phone call or an email away should I have a question or concern.

Tanis R. – Retired Operations Officer for a Consulting Firm

 

We were lucky enough to meet Gordon about 25 years ago and he has managed our portfolio with great success since then. Thanks to his and Chelsea’s great advice, personal attention, and capable management, we were able to retire early and have been enjoying a well-funded, leisurely lifestyle for over a decade. During the downturn of 2008, our portfolio was well prepared and managed, so it survived very well. Gordon has always maintained steady communication with us and as a result, we were confident that we would get through. As a result of our many years of success with their firm and our genuine affection for them as people, we have recommended their services to friends and family, and they have not disappointed. We also appreciate the progress Chelsea has made in her education and know that we will continue to be in good hands when, or if, Gordon retires. She is learning from the best, in our opinion and we are confident that we will continue to receive personalized and professional management in the future.

Brian & Cathy G. – Retired College Administrator & College Bookstore Buyer