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Testimonials

Dear David, how can I miss with your kind of service?! When I received your x-mas wishes with the photo of the three of you, I thought: These people have class. It's a pleasure dealing with you and having you as my financial advisor. Greetings, Erich
Erich Spatzierer
Ottawa, ON

Wow, I'm just astounded by the success of my portfolio. I sincerely trust everything you've been doing with my portfolio. I am indeed delighted that you are handling my life savings!
Derek Hilton
North Gower, ON

We have enjoyed working with David for the past 5 years. David is good at placing individual financial issues within the big picture of our overall financial plan. He and his team provide prompt and professional service.
Peter and Michelle Moo
Stittsville, ON

Level of service is excellent.
Don Gautier
Ottawa, ON

Keep up the good work!
Eva Szczerba and John Eby
Ottawa, ON

I've just been blown away by your service - you're staff makes me feel like I'm you're only client. Keep up the good work!
Patricia Lawlor
Cantley, QC

You are doing an excellent job!
Richard Tanguay, P.Eng, MBA
Ottawa, ON

Thank you David. Your services have been outstanding and we've really appreciated all the feedback you've provided us.
Tracie & Mike Hogan
Ottawa, ON

We very much enjoyed seeing your financial advice in the Globe and Mail last week. We are very satisfied with the quality of advice and work that we have received from you and your staff over the past few years and a little public recognition is well deserved.
Eric Mainville and Catherine Lombardo, Economists
Orleans, ON

Wow! Thanks for your quick work on this! As always, you exceed expectations!
Mark Meyer and Sue Armstrong, DVM
Dunrobin, ON

I've been very pleased with the service to date.
Susan MacInnis
Ottawa, ON

Thanks very much for the quick and informative response to our queries. We are, as ever, very impressed with your attention, courtesy and professionalism.
Maurie & John Barrett, Ph.D
Ottawa, ON

We're very satisfied with the work David has done on our behalf. He is always pleasant, easy to talk to, and knowledgeable.
Raina & John Toomey
Oxford Station, ON

I appreciate meeting with David once a year and the way he clearly explains my investment goals. I feel he understands my interest and knowledge level of investment strategies.
Richard Chataway
Ottawa, ON

Your service has always been very efficient and prompt. No complaints.
Ruth & Harold Moffatt
Navan, ON

I like that you've always been available to take a call when we have an issue/question, and that you don't hesitate to contact us when you have something you feel should be addressed.
Katherine & John Nolan
Manotick, ON

Excellent follow-up procedures, via phone and email. Always reply and action request promptly. Everyone is very friendly, courteous and professional.
Brenda & Jack Mackey
Nepean, ON

I really appreciate all your help and I'm very pleased with the service you and your office provide.
Lyn Thrasher
Ottawa, ON

I am very pleased with the way things have been handled and congratulate David on your continuing success.
Janet Jensen
Windsor, ON

My knowledge of the financial world is limited and I was looking for a new financial advisor. I believe in doing research to understand what I am getting into, especially when it comes to money and my future. So, I asked for references and went to eight introductory meetings with different financial advisors trying to find what was right for me. It was only a few minutes into the meeting with David that I knew I had finally found a good fit. David's advise made so much sense that I wondered why no one else had given me such an obvious option. It was because David actually listened to me, and then provided advice that matched my needs. I am truly pleased to be working with David and his team at Assante.
Christie Green
Ottawa, ON

The word that comes to mind is trust.
Sandra Nagy
Ottawa, ON

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Assante advisory services are offered through Assante Financial Management Ltd. And Assante Capital Management Ltd. (Member - CIPF). The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice.
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