We have had our investments with Brian for many years. His close attention to our portfolios and his expertise have yielded very good results for us. I always appreciate his patience in answering questions and discussing possible activity. Especially we liked that he would sit down annually with us to discuss our financial status with a view to improve it. We would not hesitate to recommend him to anyone.
— Anita and John W., Calgary
To my wife and myself the role of a financial advisor is to deliver results and peace of mind.
With so much information out there we all need a pro to be in our corner. Someone with access to quality information and the dedication to filter through the data and design financial plans that will deliver the numbers we need for financial security.
We have worked with several advisors over the years. Before coming to Richardson Wealth we always had the nagging feeling that our account just wasn't large enough to warrant the broker's complete attention. That changed when we turned to Brian to become our advisor. We receive excellent customer service. Our short term and long term plans are reviewed regularly. We receive prompt answers to any questions we may have. And ultimately, we know that someone is watching our backs.
It's great to know that Brian is a key member of our own little team.
— David C., Calgary
We've been clients of Brian McKenzie for more than 10 years. In that time, he has continually provided us with excellent advice in helping us plan for our retirement and we've always felt he invests our money as he would his own. He's very good at explaining the reasons for his buy and/or sell strategies and demonstrates a willingness to answer all our questions. We wouldn't hesitate in recommending him to any of our friends.
— Martha and Dave T., Calgary
I joined Brian McKenzie at the height of the market crash in 2008. Brian was instrumental in re-building my portfolio to pre 2008 levels. I trust his experience, he is easy to communicate with and provides on going recommendations that suit my portfolio requirements. I have had an excellent experience in dealing with Brian.
— Scott W., Calgary
The Brian McKenzie team has been managing my portfolio for the past 8 years. Mindful of my specific financial objectives, Brian has created a strategy and action plan to help deliver both my short term and long term needs. Brian provides thoughtful recommendations with supporting evidence to rationalize how specific investments will complement my existing holdings. He closely manages my portfolio and is prepared to modify different positions to reflect marketplace trends and conditions. He listens well, effectively communicates his perspective and provides immediate turnaround on agreed next steps. Administratively strong and reliable, Brian implements year end account modifications and tax season requests with ease and patience.
— Ruth S., Toronto