We want to thank Steve for his incredible help with setting us up with a sound financial plan that we will be able to continue to follow for years to come. With his professional, caring, and understanding approach, Steve got to know us so that he could help us to set up a plan that was personalized to our goals.

– Laura & Carl

For several years, my wife and I made repeated attempts to devise a strategy for managing our finances. It seemed we were constantly modifying our plans to accommodate our inability to meet our own goals. Hiring Christine has since proven to be the best financial decision we have made to date.

– M & L Stevenson

I received an inheritance and was feeling lots of stress and pressure to invest it wisely. I didn’t have a retirement plan and the uncertainty was weighing on me. Since working with Annie, I feel much more relaxed, confident and in control of my finances. She listened and everything was tailored towards me. I now have a retirement plan, a road map and know I can retire.

– S McKenzie, Burnaby

Dealing with finances day-to-day was absolutely agonizing, even the smallest decisions about money were incredibly painful. Working with Noel has definitely helped our family feel more in control of our finances, and consequently, our lives. After getting our finances sorted out amidst a number of other big life changes, we feel like anything is possible. The value far exceeded what we hoped. We’re beyond grateful for the plan to get ourselves on track.

– Nick H.

We were frustrated and confused. We knew our income was good but couldn’t wrap our heads around why we weren’t making any head way. Tom was great! Considering our priorities forced us to face our spending issues and work together to get back on track. We finally saw our debt reducing and can see the light at the end of the tunnel. It was probably the best financial decision we have ever made. Definitely strengthened our marriage.

– Jennifer N & Gareth L, Edmonton AB