We strive to provide much more than just investment advice and consistent performance - our priority is instilling a sense of trust and peace of mind in our clients so they know their finances are in highly capable hands and that they are comforted with the knowledge that we have their very best interest at heart. Below are some of the kind words from a handful of members of the Bard Wealth Management practice.
"My wife and I have invested with Earl for over 25 years and, although our investments are modest, we attribute our ability to travel to Earl's investment acumen - through thick and thin.
With Earl's advice, we have been able to travel the world without having to dip into our capital investment. Some of the highlights include cruising the rivers of Europe; trekking with indigenous natives through the Amazon; travelling the Baltic from St. Petersburg to the fjords of Norway and up the coast to Cape North; to China from Beijing to Shanghai and the Yangtze river; to the Marquesas islands in French Polynesia; through the Panama canal up the Pacific coast to the countries of Central America; explored most of the Hawaiian islands; taken our children and grandchildren to Disney World for our 45th and 50th Wedding Anniversaries; and, in pre-Covid 2020, spent a month cruising around New Zealand before traveling on our own through southern Australia and Tasmania.
We've had other Financial Advisors in the past, including a well-known TV personality, but it seemed to us that he didn't consider our modest investments to be worthy of his full attention. Earl gives us the confidence that he's always at the top of his game, and always has our interest at heart.
As we like to say...
Invest with Earl, and see the world!"
Craig Welbourn
Retired Senior Manager, IBM
Client since 1997
"My wife and I have been working with Earl for more than 20 years now, and have developed a very positive relationship. Earl provides solid financial advice and guidance to ensure our retirement funds are well managed, and he is in contact regularly to ensure we are comfortable with our investments. Even though we relocated to Alberta for 10 years, we have continued to work with Earl based on the trust we have in him to meet our needs."
Don Millett
Retired Manager Basic Chemicals & Intermediates, Imperial Oil
Client since 2000
"I have been working with Earl for about 20 year now. He has been a great source of information and has always offered solid investment advice. He provides excellent service, does his homework before each meeting, and is always available to research every investment opportunity. I would highly recommend Earl to anyone needing quality advice"
John Carino
Retired Regional Director, Lennox Industries Commercial
Client since 2000
"I've been retired for a number of years now, and Earl has helped me to maintain and conservatively grow the value of my portfolio. He listened and understood what I wanted to accomplish, and he put everything in order."
Warren MacLean
Retired Vice-President Supply, Distribution and Biofuels, Suncor Energy Inc.
Client since 2003
"Now that I'm handling my finances on my own, it's been a relief to have not only Earl's support and guidance, but also a steady source of income. With the portfolio he has designed for me, it feels like I'm getting a pay cheque every month, and the financial plan he created has served as a roadmap for the future."
Sharon Champ
Retired Teacher
Client since 1998
"I trust Earl because he has guided me through many transitions, including my retirement. When I was unsure of whether to take my pension or the commuted value, he walked me through the options and helped me choose the best one. He is knowledgeable and I am confident he always has my best interest at heart."
Jerry Kelly
Retired Senior IT Project Manager, CIBC
Part-time Professional Photographer
Client since 1998
"Earl has been my financial advisor for over 20 years. He is knowledgeable and would take time to explain the products he has advised me to buy. He is conscientious in tailoring my portfolio according to my needs at various stages of my life especially making sure I have enough money to live on in my retirement years and my money will not run out. I am satisfied with his management of my portfolio and would be comfortable to recommend him to my friends"
Jenny Tan
Retired Research Associate, Hospital for Sick Children
Client since 1999
"Over the years of our association, I have come to rely on Earl for sound and timely advice regarding my retirement investments. His advice is always straightforward and clear. When the markets change, I depend on Earl for an honest appraisal and informed guidance. Since retiring I have relied on Earl to guide me through changes to my investment portfolio that are required by the federal government. I look forward to continuing this association into the future."
Terry Cooper
Retired Laboratory Manager, Ortech
Client since 2000
"Our family has been through a lot of changes, but through each one we were confident in Earl's ability to plan ahead and seek out resourceful solutions. Through it all, he has helped us grow our savings and stay on track."
Michael Basler, CPA, CMA
COO/CFO
Clients since 2002
"Earl is honest, straightforward and clear. He has helped us adjust to retirement without worrying about our money running out, and he is always there to answer the phone whenever we need something. He even calls us when the markets are choppy, just to offer a steady hand."
Raj & Jyotsna Inamdar
Retired Engineer, Ontario Power Generation & Atomic Energy Canada Limited
Retired Senior Manager, Community Services Centre for Education and Training
Clients since 1999
"We've seen strong results from Earl for several years while he's managed our condominium's reserve fund. We needed our portfolio to be secure, while providing a regular income, and Earl has exceeded our expectations."
Razvan Boconcios CPA, CGA, CFA, MS, MBA
Course Director for York University
Past Treasurer and Board of Directors for Metro Toronto Condominium #1399
Client since 2008
"We have absolute trust for Earl because he was able to show us exactly what we needed to do to retire - and then he followed through on it. It wasn't just a plan, it was a working system to support us long after we sold our business."
Corinne & Max Lissoos
Business Owners
Clients since 2003
"What I like about Earl's approach is that I always know that what's coming in will be exactly the same as last month. With my financial plan, this has given me the peace of mind that I'm on target."
C. Bergerbaum
Retired Executive Director of a charitable organization
Client since 1998
