"Garth introduced us to an Individual Pension Plan (IPP) many years ago when we owned and operated the Clarks Toyota Dealership in Summerside. This unique retirement strategy for business owners was very beneficial to us over time as it allowed us to increase our registered retirement savings over and above what we would have done with RRSPs while at the same time providing our company with the tax savings on the plan contributions and investment fees."
– D. Clark & S. Clark
"Garth has been providing our family with investment and planning advice for over 20 years. He now helps us with the financial decisions required to experience retirement on our terms. We value access to different investment solutions that can be tailored to our needs.
"One of the investment solutions he recommended several years ago helps us to generate US cash flow on a regular basis that we use when wintering in Arizona. His attention to details is also valuable when it comes to generating tax efficient cash flow for the rest of the year as we have investments in different account types that are all treated differently from a tax point of view."
– K Murray & J. Murray
"Dealing with Garth has provided us with confidence in our portfolio and clarity of our long-term financial objectives. We value Garth’s level of tax knowledge, the option of having many product solutions to choose from to build a portfolio for our long-term needs as well as the ability to develop many what-if scenarios for retirement planning with the MyNextGen planning tool. We would highly recommend Garth to anyone looking for more confidence in their portfolio and long-term plan."
– C & K Palmer
"We have been dealing with Garth for Investment and Planning advice for over twenty years now. It has been a great long-term relationship that started before we sold the business and has continued throughout our retirement years. Garth has built a diversified portfolio that serves us very well. It generates most of our retirement income with a primary focus on protection of capital in down markets, as well as protection against taxes and inflation.
"Garth's extended Tax and Estate Planning team has also provided us with advice on our Wills and Power of Attorney and the tax implications of the projected value of our Estate.
"We are very confident that we are in good hands and are quite satisfied with the level of service his team provides throughout the year particularly at tax time in which they provide all the information directly to our Accountant while we are enjoying life in Florida."
– R & G Hickey