Client testimonials

 

 

We are so grateful for your knowledge, experience and determination all of which has helped us maintain a very well balanced portfolio that will help us live well during our retirement years. We are blessed to have been part of your business for so many years.

Thank you so much

B & M

Ps We mention you with great positivity whenever talk goes or can be led in the direction of who is our financial advisor.

June 27 2022

 

Hi Tony and team

Just a quick note to thank your team for your amazing service and performance. I was watching TV the other day and a commercial came on for an online investment service. One guy asked the other “you aren’t still investing with Mom and Dad’s firm” as if to say they didn’t know what they were doing… I had to laugh. All I could think of was “Of course we (‘Mom and Dad’) are still with our firm”. You (and the team) have been taking care of us for 20 years - we trust and have benefitted from your advice and suggestions. We like the combination of expert direction with the ability to make choices we are comfortable with. Apart from specific investing skills, we have also appreciated the whole financial planning service (with the inclusion of other products needed to round out the plan). We have recommended you to others and will continue to do so!

Thanks Tony, Liz, Carolyn and P.J.!

 

B and A  July 26 2021

 

Good morning Tony: After spending the last 20 minutes with Liz sorting through the options around
converting my RRSP to RRIF, I find myself impressed, once again, by the extraordinary professional and
personal service my entire family receives from everyone in the Broxterman team. While it was Liz who
“knocked it outta the park today” (she was away ahead of me, as usual, on what my conversions options
were), it could have just as easily been Carolyn or PJ or you who impressed to the upside. If any of your
clients, current or potential, need reassurance they will get only the best advice and services in the
investment business, share this note with them.
Thank you all.

 

HW  September 2020

 

 

We review our financial plan on an annual basis with Liz Damaso. I continue to be amazed at the tremendous value she provides. Liz does an absolutely fantastic job. Her understanding of us as clients, our current financial situation, and our goals for the future are simply phenomenal. The recommendations and advice she brings to meetings are always based on our best interests and what makes the most sense from a tax perspective. Everyone should take advantage of the service Liz offers. You will not be disappointed.

 

 

 

 

Reading your daily this morning I was reminded of how well the Broxterman Team has served our family over close to 35 years.

Today's Daily: The Key to Investing - Buy Dividend Paying Stocks, reinvest the dividends and review once a year. Sounds simple, however an important element of the formula that isn't in this equation is having a trusted partner teamed with you. I purposely avoid the use of the term "advisor" as the term is so limiting.

During our years of growing our business we relied on the Broxterman Team to manage our outside investments while we concentrated on our business. Now we rely on the Broxterman Team to manage our retirement portfolio as we concentrated on, well retirement!

The occasional financial check up with yourself and Liz has kept us all heading in the same direction.

Sounds a bit like a Freedom 55 advertisement but all true!

Thanks T,

B  August 2019

 

Tony, I just want to say thank you for the way you and your team have helped me and my family with our investments over the years.

I think I have known and invested with you at RBC Dominion Securities for nearly 30 years.

Although my investor style in my action direct account is aggressive, your steady hand with my family’s serious money, has certainly helped us keep our investment equilibrium. There have been ups and downs for sure, but overall we are heading in the right direction, over the years, through thick and thin.

With regard to my parents accounts, your very safe, conservative investment choices, have allowed their very modest retirement savings amount to stay fairly static, even as they continually withdraw from their accounts…..

Your support staff have been excellent when we need other investment and retirement support information as well . All in all, we are very pleased with you and your very professional team. Thanks again for all you guys do, and have for so many years now

TJ April 2019

 

We have been revisiting our long term financial plans with Liz Damaso annually. She's always done a great job. Recently she encouraged us to use her talents more fully to explore multiple options for optimal retirement timing. Not only did Liz eagerly embrace all six scenarios we asked for, she was excited to take on the task. The resulting reports exceeded our expectations and helped identify the earliest date we can comfortably retire as well as when/if we should consider selling our house. What a pleasure it is to work with Liz. She is such an incredible asset to the Broxterman team.

 

 

Hi Tony,