Client Testimonial - Gord Black
Gord Black – Client Testimonial
I've been invested with The Sutherland Group for over 10 years. During that time Fraser has taught me many things. One of the things is the stock market in general and my own portfolio. Another thing was his vast knowledge of the business community, which on many occasions I needed help, Fraser was there with a name and a number. But most of all, the most important thing is that monthly report I receive from his group, which is so easy to understand. And the results, the results are the key thing of any investment. And the results have been exceeded my expectations for many, many years. I would highly recommend this group to any investor. The Sutherland Group has been very good to me.
Client Testimonial - The Wills
The Wills – Client Testimonial
Prior to becoming involved with Fraser and the Wood Gundy team, Terry and I used a financial advisor that our family could use for many years. Retirement funds and investments were primarily mutual funds. Portfolio returns were not great and there were some significant fees that reduced our thin margins. We were recommended to Fraser by our CIBC manager, and made the switch about 10 years ago. Fraser has informed approach to investments. He understands our lives, our priorities, and are appetite for risk. He communicates regularly with Terry and I so that we both know where we stand and we have been very pleased with Fraser from an investment standpoint.
However, even more important than just the investments is the other value added services that Fraser brings to our family. He brought in professionals to look at our estate and help us through that planning process. He provided us with a list of references for family lawyers and we now have a current will. Surely after we met Fraser, we began the process of family succession at our family business. And Fraser got involved and brought in a professional from Toronto and met with us and our children and helped us through that process as well. All-in-all Fraser provides a whole lot more than just helping us with our investments, he cares about our whole family.