Client Testimonials

"Betty-Anne’s empathetic and positive approach removed the emotion from the frustrations that are inevitable when dealing with big decisions. She tackled and solved each of our problems in order of priority and was able to increase our investment income. Betty-Anne and her team have set us on the path to making our dreams come true. I introduced her to my parents and I recommend her to you." - M.E. Johnston

"We covered multiple bases and were appreciative of your time in discussing so many issues. Your flexibility and enthusiasm in changing course in a heartbeat with regard to the handling of an issue (after having compiled 2 options) is typical of your dedication to providing the best possible service and financial counsel! The print out provided a much appreciated financial synopsis from which to review at home as we move into the next phase of making retirement a reality. I leave feeling uplifted, empowered and confident about the future. We are already looking forward to putting the next piece of the puzzle together." - Cindy J. 

"Betty-Anne has really helped me throughout the years with various life events. I think what I most loved about her in the beginning was she wasn’t some stuffy bank snob. Her advice makes sense and she’s sensitive to everyone’s situation. Now she’s introducing me to the world of spousal RRSPs and IT MAKES SENSE!! Betty-Anne takes the time to get to know her clients – many of whom she can call her friends – and I think that makes a huge difference. She’s never made me feel incompetent and puts me on the right track in a gentle way when I sometimes have a moment of derailment!" - M. Becking

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.