Matthew and I met Jeremy ten years ago when we went to visit the Investment Manager at our bank and she suggested that we talk with Jeremy. It was the best decision we ever made in our investment history and we are so thankful that we could continue working with Jeremy even when we moved to London, Ontario seven years ago. Under Jeremy and the teams guidance, our investments have grown in a way that never happened with our previous advisor and continues to grow in spite of taking monthly amounts out of our RRIF’s. Jeremy’s advice has helped us with estate planning, managing our US funds when we spend the winters in Florida, and keeping in touch on a regular basis. Thanks very much for being our financial advisors."

-Karen and Matthew

Jeremy provides sound advice I know I can trust. His commitment to provide superior service and comprehensive planning is demonstrated consistently. As a business owner, customer service values are top priority and with Jeremy you have both and nothing less."

-Jeff