Why Our Clients Work With Us
The relationship between an Investment Advisor and their clients is one of the most important you will have. Our clients work with us because they enjoy a genuine sense of freedom and security in knowing we will protect them from potential risks, guide them through complexities, provide clarity in the present and a plan for the future. Our advice touches every aspect of their lives and allows them to do the things that are important to them.
Client Stories
Suzanne and I have been clients of Gord’s for over three decades. We have been extremely pleased with the professional and personal interest he has taken in growing our investments. His emphasis on being diversified in our portfolio and focusing on the long term awards has been very successful. We also used the team to do our estate planning. They met with us and our family and together a plan for our estate was mapped out to the satisfaction of everyone. Our children (and executors) had their questions answered in a professional, yet warm environment. This meeting and the detailed reports that followed, provided comfort and transparency in this journey. In summary, it gave Suzanne and I peace of mind. We would recommend the team to anyone looking for long-term, sage and professional investment advice and consultation.
-Suzanne and Peter
In a period of more than 25 years when we were often traveling overseas, we had complete confidence in the management of our investments by all the staff of the Ley Wealth Management Group. The personal attention to any question or suggestion made to any member of the staff received friendly and rapid answers. The result is that we are financially secure to enjoy our retirement without any concern. We have utmost confidence in recommending Gord Ley and his team.
-Ann and Bob
