We have thoroughly enjoyed working with you for 25 years now. In that time we have been through many business cycles, during which you have provided solid research and thoughtful advice. While we did not follow the ‘traditional’ retirement planning and portfolio approach, we have been happy with the steady growth and income streams in our portfolios.
C. H., retired. Montreal.
Many thanks for your assistance in guiding me through my difficult retirement income options and your stewardship of my portfolios as I approach my retirement.
I have appreciated your “outside the box thinking“ and steady hand over these last twenty-three years of our relationship."
D. K., Managing Director, Montreal.
"Dear John and Mauricio,
I have just been looking at the portfolio. I have to congratulate you on recovering all the lost ground that we had during the initial phases of COVID. You really do a sterling job!
I. B., retired, New Zealand.
Stellar performance lately...great work!!”
Matthew Mather, bestselling author (CyberStorm, DarkNet and Nomad), Montreal.