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The Stan Clark Financial Team

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Testimonials

Address 1285 West Pender Street Suite 400 Vancouver BC, V6E 4B1
Telephone Number (604) 641-4361
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Our Clients Say It Best

A very structured approach...

 

"I have been a client of Wood Gundy and the Stan Clark Financial Team since 1994 and have stayed loyal for many reasons. Their advice is solid, I never second guess them and my portfolio has done better than many of my colleagues.

I think their success with my situation lies in the fact that they have a very structured approach when it comes to getting to know and understand my situation – my needs, my tolerance to risk, etc. The care they take in getting this right has resulted in strategies that have met and continue to meet my needs.

Working with Stan, Amber and the rest of the team is great. They are efficient, quick and handle issues with no fuss or problems. I have recommended the Stan Clark Financial Team in the past and continue to do so."

- Bob Cessford, client since 1994

 

A willingness to get input and work with their clients…

"The service level of the Stan Clark Financial Team is excellent. Their information is valuable and has proven useful in an investment context. I keep fairly current on the investment world. However, I am a layperson and require guidance. I need someone who can condense the overwhelming amount of information and turn it into a usable form. Stan and his team do this very well. Stan is a steady influence on people like me who, left to their own devices, would probably turn into gamblers rather than investors.

The Stan Clark Financial Team has managerial expertise, are very good at communicating with clients, have great information and a willingness to get input from, and work with their clients. It includes some very hard working and helpful people who always go the extra mile for the clients in dealing with administration issues, especially around tax time.

I have no hesitation in referring others to the Stan Clark Financial Team."

- John Garforth, client since 1990

 

A true sense that they are looking out for my interests…

"What comes to mind with respect to my relationship with the Stan Clark Financial Team is that they look after my financial planning, they take the time to get to know me and are interested in both my short and long term success.

I get a true sense that they are looking out for my interests. They take charge and initiative of my portfolio and its performance. They keep me updated with adjustments required and changes that need to be made. They are very much pro-active in this sense. With other companies, I would almost always have to initiate the contact. It is easy to see that the SCFT is on top of things, managing my portfolio and managing it daily.

Another thing that I like about the SCFT is how competitive their fees are and how their fees are tied into the success of my portfolio – it is a win-win situation, a fact that I very much appreciate and respect.

The Stan Clark Financial Team is professional in every sense of the word. I recommend them to anyone, especially those who wish to be taken care of with a hands on approach."

- Doug Robinson, client since 2009

 

More than just financial advisors – they are life advisors…

"What differentiates the Stan Clark Financial Team is the fact that they integrate the theory and practice of behavioral finance into everything they do – this appeals to me since it's something I've studied and thought a lot about. It's not easy to do but it's important for people like me who aren't as disciplined as I should be.

Simply put, Stan's strategies are built around strategic rules – all governed by the philosophies underpinning behavioral finance. This protects my portfolio against my own pre-conceived notions, gut reactions and emotions, and which – if you believe in this field – should ultimately give me the best chance at superior long term performance.

The bottom line is that I work with Stan and his team so that I can sleep better – knowing that my financial future is secure. They help me do this. I consider them more than just financial advisors – they are life advisors – helping me prepare and plan for the most successful future possible.

If you are comfortable thinking more broadly and for the longer term, you would be well advised to learn more about the Stan Clark Financial Team, their philosophies and approach to securing the best possible future for you and your loved ones."

- Director of Corporate Development, a TSX 60 Company, client since 1995

 

I feel well looked after…

"Looking back at my history with Wood Gundy, it is safe to say that I started out very naive and intimidated by the whole planning and investment process. However today, thanks to the care and guidance of Stan and his team, the investment world does not seem so complicated and daunting.

Their commitment to communication and education has me feeling up to speed, well-informed and, most importantly, comfortable about my investments and the strategies used in my portfolio – they have made me wiser and more aware.

I think their team approach is wonderful, besides benefiting from their pooled knowledge and specialized expertise, I always feel well looked after and never feel like a file number or name in their data base. It is very personal service, it feels like private care."

- Ann Thompson, client since 1995

 
 
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