What are they saying about the Boomer Wealth Coach?

What They Said about Us …. TODAY!

On a personal note, both Susan and I would like to thank you for walking us through this very complex process of establishing guaranteed income for […]

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Our Report Card – How we are doing for our Clients!

An email update to Andy Oudman, Host of LONDON TODAY on 1290 CJBK, September 15, 2013. Andy, it was five years ago, today, that you interviewed […]

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Here is your Proof of our Performance

an actual client case – We met in October of 2009.  Concerns with previous advisor: Volatility of returns on investments  and poor service and high annual […]

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What they said about our Funds Pick in “The Income Investor”

Well respected financial commentator, Gordon Pape, recommends the Fidelity Monthly Income Fund, in his March 07, 2012 The Income Investor.  This fund has been one of […]

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