Retired Medical Professional
"My husband and I have greatly enjoyed doing business with Trevor and Jonathan for the past 17 years. Together they make a great team. They are very creative and adaptive in their thinking in order to accommodate our own personal situation and stage of life, while the use of their many strong interpersonal skills which include listening, caring and a strong display of empathy is reflected in their ability to assess our needs and recommend what works best for us. We are always treated as individuals. We greatly value their expertise to the extent that they are now doing business with the next generation of our family."
- E.H.
Widow of Late Client
"My late husband mostly dealt with financial issues, upon his passing I was faced with many decisions. Will I have enough to live comfortably for my remaining years? Should I stay in the condo that we shared or should I rent? Or should I move to a less expensive smaller condo? Jonathan and Trevor helped me enormously as I navigated these decisions. And ultimately I feel so blessed that my new condo has become my new home - my new happy place. I was able to substantially reduce my living costs and also increase my financial assets. They regularly check in to make sure that i am still living the life that I would like to live - free from stress about money. All-in-all I feel really safe with them both in my corner. Money is less of a point of anxiety for me. I can sleep at night and feel grateful to have them both in my life."
- S.Y.
Practicing Accountant, CPA
"I am a CPA in public practice. My clients are mostly professionals, small business people and retirees. Over the past 20+ years, many of my clients have used Jonathan Kopman and Trevor Stein to help with their investments and financial affairs. The quality and professionalism of the reporting we receive from CIBC Wood Gundy is excellent and makes my job preparing their tax returns so much easier. While I am not engaged with our mutual clients in the selection and monitoring of their investment, my clients tell me that they feel cared for Jonathan and Trevor as well as the frequency of interaction they have with the team."
- E.R.
