Testimonials

 

"At a time, 35+ years ago when I was in need of financial expertise, I put my confidence and future financial security in Kathleen’s hands. I have never had reason to regret this decision. Her insight related to retirement fund requirements, and continued guidance over these years, has been invaluable. At the basis of our relationship is TRUST."

– Ruth B, client since 1987

 

“Kathleen, I cannot express how grateful I am for your years of support and guidance in managing Eleanor's investments. It was Vera Jennings who suggested you to assist my Mom in her financial affairs. Vera was a dear cousin of my Father's. His passing in 1976 has meant Mom has been a widow for half of her 96 years. She has managed on her fixed income by your wise council. Mom has been generous to myself, my brother John and our families. Her life has been full of travel, volunteering, and walking throughout Guelph. She will be remembered for her kindness and boundless energy. My heartfelt appreciation.”

– Lois H, Daughter of Eleanor W

 

“We were introduced to Kathleen and her team through my mother who had invested with Kathleen for years and trusted her judgment. In our retirement Kathleen has safeguarded our investments and made sure we receive our income in the most tax efficient way possible. Our extra retirement income has meant we can take the trips and maintain our home in the way we want. Kathleen has given us sound advice on a range of issues. Working with Kathleen has enhanced our retirement.”

– Virginia & Allan M, clients since 2009

 

“Kathleen has been our financial advisor for over thirty years.  She has helped us plan for retirement by assisting us in making investment choices that increased our assets and that we were comfortable with.  Kathleen is very knowledgeable about finances and the markets and explains her recommendations in “layman’s” language.  Now that we are retired, we are able to maintain our lifestyle with a portfolio that gives us tax efficient income.  We feel very fortunate to have the benefit of Kathleen’s financial expertise.”

– Jean & Don C, client since 1992

 

"Kathleen has been our financial planner for many years. She is very approachable and knowledgeable and gives sound straightforward advice. She combines her professional approach with a sensitivity to her client’s personal situation and is always ready to assist and answer any questions. As newly retirees, we met with Kathleen to map out our retirement plan. We are very confident that under Kathleen’s guidance, we will have enough retirement income to thoroughly enjoy this new chapter in our lives. We would highly recommend her and have referred others to her, with very good results."

 – Ted and Gail D, clients since 2010