François and his team were recommended to us in 2021, following the sale of one of our businesses. Like many business owners, our energy was 100% dedicated to managing and operating our two small businesses. After several virtual meetings with François and various members of his team, they conducted an analysis of our assets and future needs. During their presentation of our financial retirement plan, our vision of the future completely changed. They made us realize that according to our lifestyle and our assets, we would be able to enjoy a well-deserved retirement without any compromise. We went ahead and sold our other business, and have been retired since December 2022. His approach and guidance were exactly what we needed. Thank you to François and the entire team!
I am a chartered accountant with over 30 years of accounting experience. I have known François Guy professionally for more than a decade. I am his client and recommend his services to my clients and have also worked with him occasionally on public presentations. François Guy offers his clients innovative investment solutions and he acts as their investment quarterback. He selects a group of specialized and experienced investment managers, communicates with them and then monitors their performance to ensure his clients' objectives are achieved both in terms of investment performance and risk management. He is very interested in the needs of his clients and takes a proactive approach in serving them. This is an investment advisor with integrity and so I have no hesitation in recommending him to you.
- Donald Chazan, CA – Schlesinger Newman Goldman, LLP
Since 2004, François Guy has understood my financial objectives and suggested appropriate investment vehicles to help me achieve these objectives. He carefully monitors the performance of my investments and suggests any adjustments needed to keep my portfolio on the right track.
- C. Bachand
I have been a client of François Guy since 1999. He is professional and honest and I know that he always puts my interests before his own. I appreciate that he uses resources from the company he works for and his vast network of financial sector professionals to help me make better investment decisions. I am very satisfied with his periodic reviews of my investment portfolio and I would recommend him without hesitation.
- Paul Leonard, Senior Vice-President, Sales – Ipex Inc.
The CIBC Wood Gundy services Mr. Guy offers have truly met my expectations: a detailed plan was developed, proposed results were realistic. I must admit that I appreciated this attitude. I want a true portrait with no false promises or farfetched hopes. The strategy set out was respected and, above all, business is constantly monitored. Mr. Guy understands the needs of my business. He and his team have proposed solutions so that keeping or growing my money is no longer a nightmare. Bravo!
- Olivier Staub - Staub Photography Inc.