What our clients have to say!
"I have been with Matthew and his team from day one and have always been impressed with their professionalism. They always provide the personal touch and take a genuine interest in you through regular meetings, updates and scheduled seminars. If you would like someone who is very knowledgeable, easy to communicate with and speaks a language you can understand, then I would highly recommend Matthew." - George
“To be able to have a successful business team, members must work well together. The diversity of the Phillips Wealth Management team shows a cohesive, multifunctional, forward thinking group. Our world of late has been much like a carnival ride out of control. I have never lost confidence in the team that handles my portfolio as they face the financial world with diligence, hard work and dedication. Thanks to Matthew, Renee, Krista, Cory and Dave.” - Lee
"We chose Matthew Phillips at Richardson Wealth after interviewing six different wealth managers in diverse firms in Guelph.
We have found the close attention to our portfolio, within the different risk profiles that both my husband and I have, to be excellent. We respect the way our money is invested, with parameters set to ensure good management of each file, clear monthly reports, quarterly personal reviews of our investments which include a review of the way the economy is performing in the past and predicted future, a clear understanding of rationale for any action taken in the last quarter, many graphs and research to illustrate why particular decisions are made and satisfying responses to our questions. These and other actions engender trust that our portfolio is being manage ethically and intelligently.
The entire staff are supportive of any questions and provide excellent service.
Not surprisingly, we have had excellent returns on our investment on our portfolio." - Joan
"Matt Phillips and Richardson Wealth use thoughtful market analysis and insight to proactively predict and outperform the market. I am glad I chose him to invest for my future and would recommend him to others." - Chris
"I reviewed the recent update on my investments and was surprised and relieved to see that the bottom line had risen significantly. I am certain that this reflects the time, effort and expertise that you and your team bring to your work everyday, pandemic notwithstanding.
As we have discussed, I am not a knowledgeable investor and so I leave that aspect of my life in your hands. I have never been disappointed. You and your team are exceptionally welcoming at the office and helpful with any questions or detail changes I have from time to time. You have always been very patient with your detailed overview of the growth changes in my investment portfolio. I would be happy to provide your contact information to anyone who is interested in working with a great team to work toward healthy growth in investments." - Lynn