Praise for the Investment Report Card

Daniel took much time in explaining the report card. One feels that he really listens and understands. The process was straightforward, and the report was thorough and the next steps concrete. More importantly, I appreciated Daniel’s approach, support, and time to explain and answer my many questions. I now understand what to do with my investments and the necessary steps to take.

– Caroline

I was determined to take time to understand my investments, something I had never done before. The Investment Report Card was my starting point which cleared away the confusion. I carefully studied the report, writing down questions to ask my coach, Daniel Evans, during our 1-hour conference. I came away from that meeting with helpful suggestions and a plan for my next steps. Daniel taught me a lot about my money, and I felt comfortable with the entire process. I am very satisfied that I decided to do this!

– Norma

Overall, I was extremely satisfied with the Investment Report Card. My Investment Coach was knowledgeable of the different asset classes and provided a bird’s eye view of my portfolio. The report was clear and well structured. And Daniel was happy to spend extra time with me, answering all of my questions. I highly recommend this service.

– Stephen

I wanted a second opinion on some of the suggestions I had received from another financial planner. The Investment Coach at Money Coaches Canada, Daniel, worked within my investment options and completed the work quickly and professionally. The process was efficient and well organized, and Daniel’s recommendations were compelling. Overall, a good experience and one that I would recommend to friends or coworkers.

–  Paula

I was concerned with the lack of service from my advisor and his high fees. The Investment Report Card addressed my concerns and gave me a workable investment plan. It helped ease my worries.

–  Denise

Daniel explained various investment types in easy to understand language.

– Mai

The investment portfolio review service that Money Coaches Canada set up a year or so ago has revealed the secret of what makes clients unhappy with their adviser.

– Rob Carrick, Personal Finance Columnist, The Globe and Mail