Client Testimonials

What Our Clients Have to Say About Us

"Since we moved our Investment Portfolio to the Wallouch Wealth Management Team we have been exceptionally pleased. We have over 30 years of investing experience which has given us a solid base from which to compare service and performance. Our expectations have been exceeded from every aspect including Financial Planning, Estate Planning, Banking and Portfolio Management. We highly recommend the Wallouch Wealth Management Team"

-G. & L. Trepanier

The Wallouch Wealth Management team has been a trusted and integral part of my financial life for over a decade. The service Steve, Lisa and the team at RBC Wealth Management give is invaluable. Their regular updates, knowledge, and investment choices give me confidence in their work, but their care and individual attention let me know that I am more than just a client.”

-S.B.

I have been fortunate to have been a client of RBC Dominion Securities since my entry into the area of investing over 30 years ago. Over the years as my needs changed so did my approach to investing. The knowledgeable team at RBC Dominion were always there to explain, suggest, and guide me through my decision making, at the risk level chosen by me. The team stays in regular contact with me so I am never left without advice and guidance. Although I have held investments at other institutions the attention given to my account fell short of that offered by the RBC team. Advancing through the years I have moved from initial investing, to retirement planning, and on to estate and insurance annuities, and the team at RBC have been with me for the entire journey. I have highly recommended this team to friends and family without hesitation.

-V. Hofferd

"Trust is the most important element for me in choosing someone to manage my investments.  I have that with Steve and Lisa – 100%.  Financially they are there for me in every way. Steve has been my investment advisor for several years and through many changes in my life. He understands my need to feel financially secure and I believe the financial decisions he makes on my behalf always have my very best interests in mind. He and Lisa have created a financial plan to show how my investments are working for me now and into the future and being able to see and understand the plan gives me so much peace of mind. They are simply the best." 

-C. Stefan

“Wallouch Wealth Management is a team of professionals that we have grown to trust explicitly.  They consistently go above and beyond to assist us with all facets of our investment requirements.  They’ve gotten to know us, listened to our concerns and understand our needs.  They took the time to develop a plan that matched our objectives. The Wallouch Team has consistently demonstrated a true caring approach to our financial future.  With their guidance, we have achieved the financial goals that were previously only a vision.  We have the utmost confidence in recommending Wallouch Wealth Management.  Thank You!”

-Daniel & Claudette

"Steve and Lisa came to us as our savings were in a mature state, and took good care to work with us to chart a course to retirement, and the instruments required. They have been very proactive in structuring our assets to ensure income, growth, and security. It is a pleasure to know our future is so well managed."

 -A.C. & P.C.

"We would like to thank the team we work with at RBC for the way in which they helped us over the years! It was an emotional transition to learn to manage our portfolio, but with the kindness, patience, and knowledge of this team, it made it easier and even fun! The results of their assistance has been extremely rewarding for us. We couldn’t ask for a more supportive team and experience! Thank you." 

-J. & J. Klein