Craig & Michèle H., Calgary AB
"Michèle and I would like to express our deep appreciation for the manner in which our Financial Plan is taking shape. Eighteen months ago your team prepared a personalised roadmap for us that integrates retirement, estate and tax planning, as well as life and critical illness insurance, into a coordinated plan. For years we have been searching without success for an advisor who could help us to take such a holistic view of our personal and business finances. Together we have achieved several milestones in our financial plan: securing protection for our family through well-chosen insurance, restructuring our small business to secure insurance and retirement planning needs and taking on the management of our long-neglected investment portfolio. We are looking forward to continuing the execution of our financial plan with you...."