"I became dissatisfied with the advisor I had with RBC Dominion Securities. His knowledge was limited to investments and the only time he called me was when he was looking to sell something. In 1994, I made a change and have had an excellent relationship with Dick and Nancy ever since. Over the years, they have advised me on Estate Planning, Taxation and my investments. My investments have performed well over the last 10 years. I now have a new restructured Will and they have set up an Estate Plan that helps minimize the amount that will go to Revenue Canada."
Margery F.
Pickering, Ontario

"I have known Dick since he was a Manager at the Toronto Dominion Bank. Originally, I had my investments with CIBC and was not happy with the investment returns. I met with Dick and he went through his investment philosophy and that he invests in the same products he recommends to his clients."
Ivan P.
Orangeville, Ontario

"I was forced into handling the estate and financial matters when my husband passed away. Dick and Nancy helped guide me through a difficult time and they are definitely people I can count on. They call from time to time to reassure me when markets are volatile. They are very professional and I highly recommend them."
Goldie L.
Mississauga, Ontario

"I have known Dick since 1988 when he was the Commercial Manager at the Toronto-Dominion Bank. After we sold the business in 1995 to Shaw Cable, I turned to Dick to assist with investing the sales proceeds. I am very satisfied with the performance of my investments. When it comes to service, Dick will go the extra mile. I have referred friends and associates to him."
Don B.
Orangeville, Ontario

"Before deciding on a Planner, we did our research. We found Dick and Nancy to be very knowledgeable and at no time did we feel pressured. We find them to be very honest and trustworthy. We are very pleased with the relationship and we have recommended them to our friends and family."
Diane & Terry H.
Georgetown, Ontario

Full Names provided upon the request of serious prospects.

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