Testimonials

I want you to know that I appreciate you being my financial advisor. I also feel that I am in much better hands since I have my investments with you. You seem concerned about my money, where previous advisors seemed interested in receiving my money without any of the advantages that I receive from you.

Thank you for being honest, and thank you for your unconditional interest in your clients.

Regards,  Wayne

Thanks again Ted. That was a very worthwhile session this afternoon. It gave us some peace of mind and options to consider.

Rob and Anne (executive and health services professional)

Ted, thank you so much for your comments.  We will follow-up on each point.  We sing your praises every chance we get when speaking with friends regarding money matters.  As always, our very best wishes.

Trevor & Joanne (retired couple)

Always accommodating, helpful and well prepared. Quick to respond....

Rob Di Blasio (management)

Ted is a professional and through his Boomer Wealth Coach approach, provides excellent service and advice on all aspects of financial planning, including insurance, retirement planning (and) investing.

David Bratton MBA FCMC CHRP President, Bratton Consulting

Thank you for meeting with us and providing your advice and direction...

Alan & Nancy (retired entrepreneurs)

Well done, very professional...

William A. Hughes, Manager

SERVICE, CARE, AND APPROACHABLENESS ARE EXCELLENT! I do not have any negatives to offer nor constructive criticism. You are doing a superb job on my behalf Ted...

Dr. J. Keith Hunter (retired Dean of UWO Dental School)

Hi Ted...I have met with my brothers and they are extremely pleased with everything that you have done. Again thank you…

Reverend Joe Campbell

Thank you for your efforts!  You are protecting the financial well being of my family and for that I will be forever in your debt.  Take pride in what you do, it means a lot!!

Tom  (former VP of a Canadian Bank)