Our success is measured by the success of our clients. Here is what some of our current clients have to say:
"What started off as a single RRSP account several years ago has now grown into a diversified portfolio for each of our four family members. Jaime's knowledge of the industry as well as his pragmatic approach has allowed us to work together with ease and comfort. Jaime has always helped us make informed decisions about our investments and provided us with solutions that we may not have thought of. Confidence is what comes to mind when dealing with Jaime's team.
Working together with Jaime has allowed us to educate ourselves and build a portfolio which makes sense for our financial success! Often, we just rely on Jaime's industry knowledge to recommend the right time to buy and sell, which takes the pressure off us and it really has paid off when we look at our returns.
Most recently, Jaime has worked with our daughters to look at their long-term goals and create a feasibility saving approach as they start their final year of university and move towards a career where investments will allow them to build a greater financial future.
Thank you for using your common-sense approach to something that at times can be overwhelming!"
- Brian and Erin Morley, Business Owners
VP of Morley Hoppner Limited and Owner of Erin Morley Interiors , clients since 2011
"I can sum up why I deal with Jaime Wallace and his team at CIBC Wood Gundy in one word: Trust.
Jaime has been our family's advisor since 2001 and throughout the years, he has provided sound, valuable advice for our ever-changing needs. He has helped us to take a holistic, multigenerational view, not only managing our wealth but also the wealth of our children and grandchildren. This has involved the introduction of estate planning solutions, including wills, trusts and insurance strategies to assist in the smooth transition of our assets to the next generation and beyond.
Jaime and his team are very professional. They respond quickly to our many requests and they tailor solutions that are specific to our requirements. Jaime has many fine qualities, including being trustworthy, adaptive, a good listener and someone who can provide balance. These are four qualities that are not always easy to find in one package."
- Timothy A. Dear, P. Eng.
Former President of DEW, client since 2001
"My husband and I have been working with Jaime Wallace for approximately 17 years. It was clear from the start that Jaime was ready to listen and hear what we had to say. He has always taken the time to genuinely understand our needs, discuss the pros and cons of each investment decision and has helped us to move forward to achieve our goals.
We trust his advice and respect his abilities and down to earth approach. We have formed a strong partnership and have recommended him numerous times and will continue to do so."
- Donna-Lea Bowman and Joe Lorincz, clients since 2001
"As clients of the Wallace Investment Team, we have valued and benefitted from Jaime's investment approach and philosophy. Based on Jaime's advice and guidance, our portfolio has seen strong and consistent returns year over year.
When making recommendations, Jaime ensures that he always provides us with the education and context needed in making an informed decision. Our relationship is based on trust, regular communication and transparency.
We would not hesitate to recommend Jaime's services."
- Dr. Chelakara Vaidy and Peruvemba Meena, clients since 2010
"Jaime has provided timely and effective direction and advice that has enabled our investment portfolio to appreciate in a highly satisfactory way over a span of many years.
He has managed our portfolio through recommendations that have been specifically tailored to its size, balance, and objectives. Jaime is enjoyable to work with, takes action quickly, and is easily accessible. We trust his advice, value his services, and are happy to refer our family and friends to him."
- Iain and Jane Calder, clients since 2004
Additional references available upon request
