Client Testimonials
Roger really makes things easy to understand. He is very friendly and up to this point I have always dealt with the banks so finding someone
to handle my finances who I could trust was extremely important to me. He keeps me well informed, in fact I bet you I talk to Roger more than I talk to my kids!
Mrs. F. Burtt (Burlington)
We had investments and savings spread all over. Roger came in and put the pieces together and now we have a very solid plan. We implemented a strategy that will save our estate thousands in taxes!
Mr. and Mrs. G. Harrison (Hamilton)
At a time I was scared to death of the transition I was about to go through, Roger took the time to walk me through my options until I
really understood the decisions we were about to put in place. Needless to say I have felt extremely fortunate to have found an advisor
like Roger.
Mrs. B. Taylor (Stoney Creek)
to handle my finances who I could trust was extremely important to me. He keeps me well informed, in fact I bet you I talk to Roger more than I talk to my kids!
Mrs. F. Burtt (Burlington)
We had investments and savings spread all over. Roger came in and put the pieces together and now we have a very solid plan. We implemented a strategy that will save our estate thousands in taxes!
Mr. and Mrs. G. Harrison (Hamilton)
At a time I was scared to death of the transition I was about to go through, Roger took the time to walk me through my options until I
really understood the decisions we were about to put in place. Needless to say I have felt extremely fortunate to have found an advisor
like Roger.
Mrs. B. Taylor (Stoney Creek)