"When we first met Nina, she was taking over from our previous financial advisor and from the very start, we got the sense that Nina was honest, transparent and that she really did have our financial best interests first and foremost. Nina has an amazing ability to clearly explain financial subjects that are difficult for me to understand in a very respectful manner in addition to checking in on us frequently with updates and suggestions to meet and review our portfolios regularly. Previous advisors did not follow up with us so this true interest that Nina has shown in us and our investments is so incredibly important to us that we even followed her when she changed employers to maintain that continuity and relationship. It is clear that Nina loves her work and is always up-to-date with the markets and to top it all off, she is a lovely person who we now consider a friend."
Janene & Pierre, West Kelowna BC
"Nina has provided excellent, professional service. She has a wealth of knowledge and balances that with understanding our needs and risk level. She is extremely efficient and accomodating. Thank you Nina for your professionalism and support, and we look forward to working together into our retirement."
Kim & Tony, Kelowna BC
"Nina Johnson has been my investment advisor for close to eight years. I trust her implicitly to always keep me informed about market trends and the best investment plan for me. She goes out of her way to help me understand the sometimes confusing world of financial planning. She is the best!"
Cat R., Kelowna BC
"Upon retirement in Alberta, we realized our dream of living in Kelowna. One of our first priorities was to find a smart and trustworthy financial advisor. We were fortunate that Nina was the first one we met. It's been a pleasure to work with her. We are very confident that Nina will continue to give us the crucial advice we'll need to remain financially independent in the golden years to come."
Frank & Lydia S., Kelowna BC
"Nina has been my financial advisor for the past five years and has taken a genuine interest in my retirement interests, plans and goals. She is very accessible and excellent at providing me with clear and understandable annual reviews, as well as frequent updates. She is knowledgeable, professional, and generally a very nice person!"
E.B., Kimberley BC