Providing comprehensive financial advice
to Post/Pre-retirees and the Self-employed
for over 20 years.
From our Clients
Mrs. F. Burtt (Burlington)
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!
Mr. & Mrs. G. Harrison (Hamilton)
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!
Mrs. B. Taylor (Stoney Creek)
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.
Roger,
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My heartfelt gratitude to you and your team for the par excellence service you provided to me.
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May you continue to walk the path of selfless service to all.
Regards,
Bal, (Milton, ON)