What Clients Have to Say

  • Gillian has been my uncle's financial advisor for years and he has always raved about her.  When I started working, he insisted that I speak with her to gain a better understanding of my financial picture and to assist me with saving.  I have nothing but great things to say about her - she is knowledgeable, personable, and at each step outlines my investment options, the benefits and disadvantages of each, and makes recommendations with my specific financial goals in mind.  I hope to work with her for many years to come.
  • Gillian and Michelle are wonderful to deal with.  They always return calls and emails with very constructive and helpful solutions to any issues that are raised.  I would definitely recommend Gillian and her team to anyone looking for an investment advisory team.  They are very much a client driven organization!
  • Gillian and the rest of the team have served us exceptionally well. She is on top of all the latest developments and trends in the markets and has been very helpful in planning our financial affairs.
  • Gillian is wonderful to work with. She has been incredibly helpful in sorting out my Mom's finances which has eased our minds considerably.
  • I appreciate the knowledgeable, quick, and informative turnarounds by everyone on the team to our questions and the very informative interview meetings with Gillian!
  • Gillian and her team are exceptional.  Always available to answer questions. Every meeting is well organized and efficient as well as friendly.  I always feel like I am well informed and that they have my best interests in mind when they make suggestions.  It's a great team. 
  • Gillian and team go that 'extra mile' in explaining the current complex financial economic environment. Keep up the good work!
  • I am very pleased with Gillian and her team's professionalism and knowledge. She makes sure we are up-to-date with all information regarding our accounts.
  • Gillian is great. She really makes an effort to understand my needs and concerns. I appreciate everything she has done for me and I value her advice.  I am very comfortable with my financial plan and I have finally been able to stop worrying about my financial future.
  • Gillian and her team have been very helpful in helping me grow my investments as well as helping with estate, tax and other matters that pertain my keeping a level financial portfolio that meets my personal needs. Gillian and her team keep mu updated on market and investment news and share with me any opportunities to grow my investments. I enjoy our quarterly one-on one meetings.
  • Janet and I have confidence and trust in Gillian and her Team and appreciate their assistance to simplify, clarify and focus our physical and financial resources on the things that gives us the most comfort and satisfaction.
  • Gillian and her team are professional, knowledgeable, attentive and quick to respond to any request. I am extremely pleased with the level of service I have received. I have already referred a number of family members and friends to Gillian and will continue to do so whenever the opportunity arises. 
  • I am extremely happy about the way my Investments have been handled by everyone at Assante.   I am not a numbers guy, but everything is explained in such a way that it is easy for me to understand - which is very important since it is MY money and I know the Team have my interests at heart.  The client always comes first, which is the way it should be.  Very refreshing in these uncertain financial times where a tightly chartered course has to be steered.  Thank you Team!
  • Gillian and her team are always a phone call away!!
  • I am continually impressed by the level of professionalism, creativity and common sense displayed by Gillian and her team.  Beneath the unique client experience they deliver, there is a well-structured, process driven approach that ensures all aspects of a client's needs are explored.  They keep us focused and on track, including gentle nudges when necessary to ensure we take care of those tasks that are ours to do!  Keep up the great work.
  • Gillian, backed by a superb team, has amazed us with her business acumen, real-world knowledge, financial advice, and sincere caring since day one. We implicitly trust her and have not been disappointed. The proof is in the number of referrals we have passed along to Gillian.
  • I have had an excellent experience with the Gillian team. I am confident in the way my finances is managed
  • Great. Very flexible.
  • Very competent and up to date expertise with a variety of issues
  • Gillian and her team provide the professional level of comfort we demand from our advisor!
  • First rate!  Each and every contact.
  • I am quite happy with the services provided, and information conveyed at our meeting about our accounts.
  • Gillian and her team have always been responsive to our questions and needs re: financial planning, Gillian is proactive and takes the time to be sure that we understand various options available to us. As dual citizens our financial planning decisions/strategy and tax considerations are complicated and Gillian has made exception efforts to inform herself and us of matters that need to be considered.
  • Very pleased with Gillian and her portfolio management.
  • I have always enjoyed my meeting with Gillian, she has always answered all my questions in ways that I understand. I trust what she says and above all feel like my money is in good hands.  
  • We have enjoyed a long trusting relationship with Gillian and the Assante team. They provide consistent professional and expert advice with superb communication and sensitivity to our personal needs and concerns.
  • Confidence and understanding of what we are doing with our investments.
  • Helpful and easy to reach when I have questions.
  • Gillian and the team have always promoted the greatest standard of personal care, going the extra mile to complete time sensitive transactions, and consistently providing clarification whenever needed.   Working with Gillian and her team has always been a pleasure and a great reducer of financially related stress. Thank you for all of your good work.
  • Gillian is great!  She is accessible over email and phone, with a prompt response.  Gillian puts complicated issues into language that is easy to understand and provides simple spreadsheets with monthly updates to track my portfolio.  Gillian is a pleasure to work with. 
  • My experience with Assante has been terrific overall. Gillian, Michelle, Andrew are always there when I need them and I find them responsive, helpful, strategic and professional with all my investment needs.
  • Excellent service and results.
  • My experiences with the Assante team are always informative, helpful, positive and productive.
  • I have been working with Gillian and her team for 16+ years. I find Gillian and the team extremely knowledgeable, professional and responsive. I would not hesitate to recommend them to anyone looking for personalized and expert advice and counseling.
  • I feel I have an exceptional adviser in Gillian.  She is logical and also intuitive, friendly and down-to-business.  And she helps me make money!  What more could one ask?
  • I find Gillian to be pleasant and I like that she is thinking of my future.
  • We have been using Gord and Gillian for a number of years now. Since Gord has moved on to retirement, Gillian and Michelle have been most helpful whenever I have needed guidance or assistance with matters involving our finances. 
  • Gillian and her team respond quickly to my inquiries and keep me updated regularly about my accounts. I am very pleased that I invested with Assante.
  • I'm very pleased when meeting with Gillian; if she doesn't have an answer to a question she will get an answer very quickly.
  • You can refer anyone to us for a very good reference.
  • Gillian and her team provide exceptional advice and service.
  • First class in every respect. Awesome team. Up to date advice. Always on top of issues. Exceptional integrity.
  • I find Gillian and her team to be friendly, professional and competent. Whatever the issue, I always feel valued as a client. There are no bad questions and information is presented concisely, in an appropriate manner. The communication between team members is excellent.  
  • Gillian is always helpful, patient, and clear in her investment explanations. She understands our goals, and can tailor our investments to match. We are proud to be her clients.
  • We were delighted to be referred to Gillian and her team. They conducted a thorough assessment and subsequently constructed a program that precisely met our needs. We feel confident and comfortable with their judgment also find them a delight to work with. Keep up the great work!
  • Jane and I find our dealings with "Team Gillian” very rewarding. We are very contented over these many years.
  • We have been satisfied with the efficiency of Gillian's Team dealing with our financial affairs.
  • I have been satisfied with Gillian's team for all the years I have been dealing with them
  • Gillian and her team provide exceptional service for which we are very grateful.
  • I am happy.
  • The investments and selection of funds have done better than expected.
  • I am extremely pleased with the quality of service provided by Gillian and her team. I would not hesitate to recommend them to anyone.
  • I feel our accounts are well handled and trust Gillian.  She is available and accountable and we are very pleased with the services.
  • Gillian and the team have been fabulous to work with. As my fiancée and I just recently began using Assante,  she has always been available to discuss our new home purchase and wedding plans with us and ensured us we were making the right financial decisions. We look forward to working with Gillian and the team as we continue our life together and create new financial objectives and goals.
  • Appreciate the regular meetings on the investment package and the help offered.
  • I am very satisfied with the service and reporting monthly. I would highly recommend Assante to anyone.
  • Your client service is great.  And most appreciated!
  • I have been a client of Assante for many years and I have always been very impressed with the level of expertise they offer in all my financial affairs. They are open, honest and extremely well versed in all aspects of wealth management. Their performance has always met or exceeded my expectations. They have put together a team second to none and I always consult with them before making any financial decision. I have referred many of my family and friends over the years and will continue to do so. Trust is the most crucial thing for me. Gillian and her team have earned it over and over again.
  • Nothing but good things to say.  Gillian, Gord and Michelle provide outstanding services and reliability.
  • I feel my financial investments are in very good hands with Gillian and her team. She is attentive and thorough, and always gets back to me promptly with the answers and detailed information I may need. She offers a variety of financial services in an holistic practice, including referrals to other professionals when required.
  • I am extremely pleased with Gillian and her team.  I have every confidence in the handling of my investments. They are all also very helpful, personable and friendly.