"My wife and I turned over our investment portfolios to Scott Totten at CIBC Wood Gundy in Woodstock Ontario, two years ago, on the basis of a referral from a friend, who was also a satisfied customer. This was one of the best decisions I have ever made. In particular, it relieved me of the anxiety of trying to manage these accounts myself, a task that was too complex for me and often time-dependent so that I was making many bad decisions based on ‘old' information with too many different investments to keep track of.
Since then, I have been very pleased on how Scott has managed the portfolio and I appreciate his low key but informative style. I sleep much better knowing that the various portfolios are balanced with respect to risk, diversity, and reasonable returns, whether the market is in an up phase or a down phase."
Chartered Accountant C.A
"Since Scott joined CIBC Wood Gundy in the summer of 2012, he has built an exclusive strategy. As a result, my U.S. equity portfolio has had a strong double digit returns. At the same time my cost has been cut in half, such that I save thousands of dollars per year."*
Former National Sales Manager of one of Canada's largest corporations
*All clients have different financial and personal circumstances, and performance will vary depending on these differences. Performance is not guaranteed.
"I have faith in you."
Chartered Accountant F.C.A
"I really appreciate all the hard work you do for me. Thank you."
"You are the only person I believe."
Successful Poultry Farmer
"I trust you, it's the only reason I am here."
Sucessful Business Owner
"I have known Scott for many years. He has always been dependable and honest. The client always comes first with Scott."
Diamond Jubilee Recipient
"In my many years of dealing with Scott Totten I have always found him to be hard-working, reliable, and insightful. I know of no better portfolio manager."
PhD (abd), BA, MA
"You have done your homework again, as usual."