Client Testimonials

“Please also know how much I appreciate all that you do for my family.  You are one in a million Neil, and I am lucky to know you.”

                                                                                                            C.L., North Vancouver

“I have been thinking about our meeting, and all the time you took to calm my fears.  I'm just like everyone else after all. I want to thank you for all the hard work you and your team have put in to retain as much value in the portfolio as you could.

 

The markets seem to be doing much better, and the jump in the value of my portfolio increased by over $5000 in 1 day by your diligence and knowledge.

 

Thank you from the bottom of my heart.”

                                                                                                           JM, West Vancouver 

“Neil has delivered excellent returns for our Trust funds. He has provided a strong investment strategy, timely advice and gives clear, professional quarterly updates.”

                                                                                                          Chief Financial Officer, Tsleil-Waututh Nation

“Neil and his team are in a class of their own. Excellent research, care of detail and good decision-making by Neil has kept my portfolio growing.   In the last 12 months I have seen a 14.1% increase in value with 50% of the portfolio in equities!

 

Neil shows that he really cares about his clients and I  have no hesitation in recommending him as the person the handle your investments.”

                                                                                                            D.B, Vancouver

 

We wanted to just send you a little note to thank you for all your help and the work you have done for in the past years with all our investments.  Thank you, today, for all your patience with our questions.  Congratulations on your milestone anniversary.  Wishing you a another great 20 years of splendid investment advice!

                                                                                                          SG and NG, Steveston, BC