"Thank you very much for the update. That's excellent service at your end, most appreciated!"
"Thank you very much for the update. That's excellent service at your end, most appreciated!"
"Thank you Ted for this most valuable information…I really appreciate your thoroughness and thoughtfulness…. now to do my part.
I will call with any questions…
Blessings and appreciation,"
Thank you for the birthday wishes..
Amazing returns, Ted and his team are the best !!!
Wow! Hard to believe 2 years have already passed.
Still – best decision we ever made.
Always a pleasure Ted.
Thanks so much for your diligence in putting the package together before I even arrived.
We will be in touch.
Many thanks to you and your staff for being on top of everything and for making all transitions painless
I greatly appreciate all that you have helped me accomplish over the past 5 years to make my future safe and viable.
"Thank YOU! You've given my parents the gift of peace of mind which means the world to me.
I am so thankful they decided to finally come and see you, and I look forward to them implementing your recommendations."
"I appreciate you taking to time have the 'discovery meeting' with us. It was actually quite comforting, not nearly as overwhelming as I had originally anticipated. Looking forward to our next meeting."
Thank-you Jennifer. Tell Ted I hope he continues to send me these portfolio birthday gifts in the years ahead.
Thank you very much for the birthday wish.
Thank you also for the financial update,
"Thanks to the Million Dollar Roundtable Foundation Canada, its members, and our sponsor, Ted Wernham, five children from families in financial need went to summer camp in 2017. Thanks to you, they received lessons from one of life's greatest classrooms: the outdoors. Surrounded by friends and positive role models, they sang around crackling campfires, paddled across sparkling waters, and enjoyed conversations, both silly and profound, over grilled cheese. These are a few unforgettable experiences you've made possible for these young people. Considering 80 per cent of Amici families are living below the poverty line, your gift to send kids to camp is truly meaningful."
~ Amici Camping Charity
Thank you Ted for taking your valuable time to speak with us again. It’s nice to sit down with someone as knowledgeable as yourself and not feel that you’re being ‘sold’ something. We will check the site you have emailed us and if we have any questions or assistance, we will get back to you ASAP.
Ian & Diane Clark
Good Morning Ted,
Thank you Ted and Staff for sending the Empire Life Copy of Application.
I also got the Transaction Confirmation directly from Empire Life.
Dates and Beneficiaries are correct and as always Ted "everything is right on the Money"!
Confidence and Trust,thank you Ted.
"It goes without saying, your expertise at figuring out our "Financial Blueprint" is most appreciated! Thank you...once again, for making things simpler, so that we can spend time living our busy, wonderful lives!"
"Thank you Ted and team for your expertise and excellent work ethic!!!
And for my growing portfolio... producing peace of mind.
"I appreciate you taking the time to have the "Discovery Meeting" with us. It was actually quite comforting, not nearly as overwhelming as I had originally anticipated."
- Workshop on Future Finances attendee
Good Morning Ted and Staff. I hope this is the assessment form you needed.
Fred & Dori
P.S. - You and your staff made us feel like multi-million dollar investors -
Thank you…you’re the best Ted!
Ted & Staff- thanks very much for such kind words on my birthday!- not getting any younger, but still here- thanks for the update on how our funds have performed, that's great news, just wish I had some excess money to put into the fund, you never know maybe in the future- thanks again Ted for all the fine work you have done for me and my family.
Carly has been very helpful and responsive in providing the information we need.
Thanks to you and Carly for all your help with this.
Mark R. Brewster
Thank You for your good wishes!!!...
& Growth is Always Good!!!
Thanks for all the info Ted….it’s a pleasure to deal with you.
Thank for your help, its appreciated. You do good work helping people manage their finances.
Cindy and I wanted to thank you for so many wonderful things you have done for us. It's taken set for half help us focus on other family matters"
Stan and Cindy
Thank you very much for the birthday card, and the great news of the very attractive return in the portfolio.
Best Birthday Present, ever!
Thank you all.
Thank you so much!
And WOW,this is good news indeed, I am always surprised how Wernham Wealth is looking after my Portfolio, but most of all I have nothing to worry about.
Thank you Ted for your contribution and support of the EPC program.
Alex Nicholson EPC, Registrar
Canadian Initiative for Elder Planning Studies
As always, I am humbled by your generosity of spirit and so glad to have you in my life.
"I can tell you this - I have seen many prospective clients walk out of our offices so appreciative and glad they took one hour of their time to sit down with Ted. It will be a step in the right direction when making informed decisions."
Hi Ted, Just a note to say thank you very much for your Workshop tonight. We appreciate all the effort put into your presentation including the wonderful deserts! For sure we fell off our diet tonight!! Thanks again for all your wise expertise and help with our finances, giving us "peace of mind"!😊😄
Blessings. Mrs. and Dr . L.
Thank you very much for this succinct email regarding our conversation.
As per usual, it was informative as well as enjoyable.
Thank you again,
"Thank you for meeting with us today. It is really appreciated the service offering you provide. I think I might be a walking billboard for you in the future as I talk to Mom and Dad's neighbours...."
All Wernham folks:
Thank you for the birthday card and greetings to me. Also, it was great to hear that we’ve made some money already!
The card was appreciated.
Thank YOU very much for your time and help, Ted – our meeting with you was indeed beneficial for us, an eye opener indeed.
My husband and I are looking forward to a long and fruitful collaboration with you.
I absolutely love your process and the work you do to take care of your clients. Great job, Ted.
President of Hub Financial
Both Zena and I would like to thank you for the attention we receive from You and ALL of your staff with regards to any questions regarding our investments and associated topics. We look forward to a continued relationship.
I have known Ted Wernham for many years and during those many years he has always been responsive to any questions, concerns that I have had. I consider him a friend and admire his abilities.
Indeed, we do appreciate this service very much, and are quite happy with the Wernham Wealth team.
Thank you for all your attention to our accounts with you!
Maureen and Adrian Mulder
Awesome!!! Thank you so much, Ted!
I don't know where I would be today if I hadn't made the switch.
Please thank Ted for Vicki and me.
We are truly appreciative of the wisdom, work and service that Ted performs for us continually.
We thank the Lord for him regularly…he is a blessing to us!
Thank you again,
Joe and Vicki
Fantastic.......Thanks for all your care of my meager assets. I never worry about my future anymore.
Thanks Ted and all your associates for all the great work you have done over the years.
We are so relieved to know that our finances will be well looked after and that we don’t need to fear the future.
Your professional attention and personal touch to our affairs is really appreciated.
Louis & Jean
You never cease to amaze me. My quarterly summary is in and up again!
Love your radio shows on CJBK and AM 980. Wish they weren't on simultaneously, though the podcasts help that problem.
Damn, you sure know what you're talking about!
Thanks for the great work you do for us!
I would like to extend my thanks to you and your staff for the lovely birthday card I received from your company….very nice touch!!!!
Love the company and service.
Thanks for the notes and we appreciate the opportunity to meet with you yesterday. We appreciate your advice and the contribution that your portfolios make to our retirement.
Doug & Barb
Definitely great results so far year to date! I am very pleased. Hopefully, this trend will continue as the year progresses.
Thanks again for everything that you do in ensuring that Susan and I can retire comfortably in the next few years.
Thanks for looking into the standing of my account and being proactive, you guys are great.
We provided the client with their report and this was their response:
"Yes, and thanks so much. I am impressed!!
I like the set-up, and I can easily see and understand how things are progressing.
We'll be in touch."
Dear Ted & Tom,
I can never thank both of you enough...but this is a start.
Thank you so much for taking the time to help me out a few weeks ago. Whenever I needed sound counsel, you are always there for me.
This has been a challenging time and I appreciate both of you so much. You have no idea how much your help has meant to me.
Thanks so much for your recommendations and guidance.
Carly- thank Ted very much on our behalf for having you forward all this valuable information for our meeting with our accountant tomorrow. We really appreciate the wonderful service! Thanks Again.
John & Joan McLean
"Thank you Ted for your time and excellent service. I appreciated learning more about my investments and the direction you provided."
Thank you SO much!!! I can't say it enough! I meant it when I said transferring my portfolio to you was the best decision I have ever made. I always come away from our visits walking on a cloud and feeling very secure! I am looking forward to getting on track with my "envelope" plan, which has certainly proved its worth in relation to the upcoming trip.
Thank you again,
All the best,
"Thank you for taking me on as a client. I greatly appreciate your wisdom over years of experience, your attention to detail and your gift to import your knowledge to others in a clear way. I was so thankful to be able to assure my father (before his passing), that things were cared for concerning my retirement income."
"Ted, Thank You! I sleep well knowing you are there as an advisor & friend. We had a good meeting. I truly appreciate your counsel."
"Today was my last day of work and I just wanted to thank you for your assistance and knowledge throughout the years of turning a dream of retiring at 55 into a reality at 54!"
Thanks so much for meeting with us again. It was very interesting and helpful!
Also thanks for the practical and immediate follow-up email after our meeting to give us an excellent record in language we can easily understand.
Your knowledgeable advice showed us how we can alter our investments to allow an increase in our monthly cash flow now that we are both retired, without concern about a negative impact on our future.
We are delighted with your careful management of our portfolio for consistent increase even in a fluctuating market.
Your warmth and expertise makes us very glad we came to you some years ago.
John & Gillian
"Ted, You have done a wonderful job pointing both Joan and me in the right directions on our investments- We are extremely pleased!"
Talk soon and thanks for the account summaries that came in the mail today - look great.
Ted...thank you so much for your very kind words and congratulations once again for taking home the award last night. You are a class act and I admire not only your consistent success but also the way you treat others.
-- Gary Lesyk
Vice President & Head of Strategic Key Accounts, Canadian Division at Manulife Financial
You run such a tremendously professional operation. Thank you for your insights and your support.
Senior Vice-President & Chief Investment Officer, Empire Life
Many thanks for the update!
Cindy and I really appreciate the way you, Ted and Wernham staff are looking after us.
-- Tom and Cindy
Thank you all for your dedication and hard work and for the good news, I received a Birthday card too. A special thank you goes to Ted.
I really appreciate your hard work , I know, it's a team effort.
That's why you are #1 for us. Thanks for looking after our money.
Thank you Ted for helping us with our investments, it is nice to know that you connect with us on a regular basis via email and that you also send us monthly reports. This is a service that we did not have from other companies, what a wonderful difference it makes. You are the best!-- Don and Marilyn
... we have received the year summary and are both very impressed with the work you have done on our behalf, and the monetary gains we have achieved. Thanks for your efforts.
-- Paul and Marjorie
My congratulations, again, to you on a superb presentation at the Canada Sales Congress on Wednesday, May 20. As I said to you after the presentation, in my mind, what you provided was a main platform presentation at the Million Dollar Round Table and I will be very surprised if you do not get an invitation at some point in the future to make that presentation. You provided everyone in the audience with your own example of the power of overcoming and why character is such an important part of success in business. Well done!
The 2015 Canada Sales Congress has been an outstanding event! And you were one of the reason of this.
On a personal note I think that you presentation was the best “life message” possible for a life insurance congress.
Not being in life insurance 24 years ago when I launched my company I was touched over the following years by this message: life insurance is about caring. You are the living proof of this message.
Thank you for your presence and for having shared your message.
We are worry free, as our portfolio is in very capable hands... and we thank you so much the day we walked into your office and were given the best advice.
-- John and Joan
Thank you again for how well you serve us & continue to look after our best interests.
-- Dave and Agatha
Appreciate your hard work you have done for me making my retirement secure.
It is an honour to be associated with you.
Thank you, Ted, for the good news and the good work you have done so far with our investments. We are very happy and thankful for having you as our financial advisor and as a friend.
We agree with you we should harvest that growth as we discussed when we met with you last.
Ted is always excellent! Great knowledge. -- M.S.
Very good presentation. -- F. J.
Very well structured. -- K.V.
Excellent!! Very informative. -- R.N.
Helpful as always. -- L.W.
As always, I learn more each time I come to the seminars. Thank you. -- J.R.
Words can never express our deepest appreciation in all that you and your staff have set up for us in our early retirement years. Many, many thanks again.
-- Jim & Laura
We are very pleased with the service we have received and the great advice we have been given. I think that Ted answered all of our questions when we met.
Thanks for your service to us.
-- Peter and Joanne
Not only has Ted shared his infinite knowledge with us, more importantly he has demonstrated by action planning that has produced tremendous growth way beyond our expectations. His calm yet calculated approach to our needs have eliminated the anxiety we once felt with other financial planners. He leaves no stone unturned to help you achieve the retirement income you will need for the rest of your life so that you may have a happy and safe retirement. He thinks like a customer, and is always one step ahead of your needs. He provides "Service that excels." Don't for one second hesitate to go to Ted for financial advice. Get a second opinion of your current situation, its free and you have nothing to lose and believe me everything to gain!
-- Daniel and Shelley
The service you provide is awesome compared to your competition. You I can trust, others not so much... Also your results are much, much better than your competition.
I would say the service and advice that Ted has gives me since coming to his firm and the extent of the information he has provide is always top notch and anytime I email or call I usually receive an answer promptly, Ted has went beyond in pointing out options available to me currently while nearing the possibility of retirement.
I am very pleased with the progress made on transfers and managing current accounts. My confidence in your team increases with every review.
Your services are excellent and I no longer worry about what is going to happen with my money (no more sleepless nights) you just keep making my money grow.
I would like to express my appreciation. Prior to moving my funds to your organization I never heard from the institution holding my investments. Now, I speak with you twice a year to learn about new developments and consider any adjustment. This have been a very positive change for me. Thank you!
Just wanted to let you know that I'm very appreciative of all your efforts in managing my funds. The returns I'm seeing are far better than I was used to getting at another institution before moving over to you.
We are so pleased that we have entrusted you to manage our finances at such a critical time in our lives. Your knowledge and guidance are appreciated in times when this is so important. A blessed Christmas to you and your entire family.
-- Graham and Linda
We are so impressed with the service you provide for us. We appreciate your patience in explaining everything in detail. I wish we could go back 30 years knowing what we know now.
-- David and Agatha
Ted gives you a peace of mind with your financial future. Its a difficult process to determine how much to save versus how much you can spend approaching and being in retirement, Ted smooths the road and gives confidence to the decisions.
As always, Ted, your presentation, listening to our questions, giving us the answers are 100%. Dealing with you and your staff is always a real pleasure and the results you've obtained with our funds speak for themselves. We strongly recommend you to everyone who is interested in protecting their hard earned money, watching it grow and feel more than comfortable about their investments over the long run.
-- John and Joan
Thanks Ted. Having peace of mind has been wonderful over the last several months let alone how well the investments are doing! Thank-you to you and your staff for paying so much attention to our money - I think it's the first time ever we have been in this situation.
Linda and I are extremely pleased with everything you do for us and your dedication and consideration toward your clients. I have never seen a business that responds so promptly to our phone calls, and that is so much appreciated!
-- Graham and Linda
Thanks, Ted, for all the organization and talent that you bring. Finally after 20 years I feel good about the direction we are going
We just wanted to express our thanks for being so patient with us and meeting our needs with an evening appointment. Please express our thanks to Ted. We are so relieved to know that our finances will be well looked after and that we don't need to fear the future! It has taken a great stress off of us.
-- Peter and Joanne