I have worked with Valerie for 15 years and am more than pleased with the outcome of my investments, which have far exceeded what I ever expected.
Valerie and her team provide a holistic approach to investing that includes investments, life insurance, retirement plans, tax guidance, budgeting, and planning for a home or education. Valerie and her team consider all aspects of your life to meet your financial goals. They deserve great recognition for the excellent work they provide.
Valerie will take the time to explain things at your individual level of understanding. She has a soothing approach when discussing complex ideas with you. For example, when markets and the economy aren't doing well, Valerie will make you feel at ease so you won't panic. She'll point out the benefits of the situation and their recovery.
Valerie is a wealth of information. She attends seminars and workshops to keep current and educate her clients. She updates us with relevant information that helps us understand her ideas for us and how they relate to our portfolio.
I feel very, very comfortable in trusting Valerie's professionalism, confidentiality, knowledge, and decision making abilities. As a result of this, I sleep well at night and sleep is important!"
-A.H., Healthcare Professional
"Having "inherited" a respectable number of accounts after my husband's death, Valerie took the time to explain to me in detail not just about the holdings in each account but about the investment world in general. Always receptive to personal meetings or phone meetings of varying lengths. Not only was Valerie patient, she was encouraging and allowed me to move at my own comfort level. Trust is critical and I felt that from day one and still do a decade later about her advice and services.
I have learned a great deal over the years and am more confident in making investment choices and in voicing investment opinions, most importantly I have faith in Valerie's advice and guidance. The results have spoken for themselves. A real legacy from my late husband. Thank you Valerie."
-MS
"Valerie and her team were introduced to us by one of my former colleagues, he was so pleased with the direction of his retirement portfolio that he expounded the trust he felt in Valerie and her team. We met with Valerie about 4 years ago and have not had any concerns at all about our retirement future.
Valerie speaks to people at their level of understanding, she listens to your hopes and dreams for the future, she consolidates everything into a portfolio that suits your level of risk and she is very diligent and knowledgeable of the markets. Valerie shows integrity, dedication, excellence, and teamwork in her work and profession. Valerie and her team are worth their weight in gold as she and her team always demonstrate great judgment in their decisions and concern for clients.
We appreciate Valerie for her warm personality and her honest, friendly, caring ways in serving her clients. We are very satisfied and would have liked to have met Valerie years earlier."
-G. & J. B. - Retired Couple
"In 1997, after experiencing too many years of disappointing results, we made the decision to look for a new financial advisor. Fortunately, we were introduced to Valerie. Over the past 18 years, Valerie has always been responsive to the needs of her clients. She is very approachable, knowledgeable, and committed to providing the best advice at each stage of an investor's life.
Valerie sets realistic goals for her clients and her recommendations are appropriate for the comfort level of the investor. She also wants to ensure that her clients understand the investment choices available to them.
Communication is critical and Valerie keeps her clients informed through newsletters, monthly reports, meetings, and guest speakers. She has always responded quickly to any of our questions or concerns.
Our investment returns and knowledge have certainly improved since working with Valerie and her team. Now, we have a plan for retirement and a strategy for our estate planning. With Valerie, we have a great relationship built on trust and respect. Needless to say, we have recommended her to our friends and family."
-J. & J.
"In particular we appreciate your honesty and integrity – this has given us a high level of trust in you and the ongoing advice that you give to us. This advice is based on your understanding of our unique situation and what's important to us. We believe that we now have a much more diversified, tax efficient portfolio that allows us peace of mind even when the markets are volatile."
-R.B & D.B, Business Owner
"Since deciding to move our investment accounts to your care we have noticed many benefits. The communication process has been excellent and far superior to that provided by the previous advisor. With regularly scheduled meetings and phone calls plus frequent emails keeping us informed about our investments and the markets in general, we now feel on top of our investments and our overall financial affairs. In spite of our move to Calgary you have been able to continue to provide us with frequent contact so that we feel confident that our investments are well managed and suitable to our circumstances."
-Dr. T.A. & P.A., Retired University Health Services
"Since becoming your client I feel that I have benefited from regularly scheduled meetings to put a comprehensive financial plan in place including investment planning, tax planning, and estate planning. You are always well prepared for our meetings and phone conversations and explain everything thoroughly. I appreciate your professionalism and your expertise when addressing my financial health and would be pleased to recommend your services to family, friends, and colleagues."
-Dr V.P., Psychiatrist
"One of the things that stands out for me is your ability to keep up to date and help your clients make the most of the funds they worked so hard to save, whether it be to keep them safe in a nursing home as was the case for my elderly parents, or make it possible to take great trips, buy wanted luxuries or achieve their life's goals whatever they may be."
-B.D., Retired Teacher
"With the demands of career and family it's hard to find the time to manage personal finances. You help us organize our financial situation and keep us informed of our options. You also explain what we need to do in simple, down-to-earth terms. We are very appreciate of your help and would recommend your services to anyone."
-M.T., Executive
"You have been there to reassure me when the markets have gotten shaky and there to tell me how smart I am when my investments are doing well. In short, thanks to you, it has been a steady journey in the right direction and I couldn't be more pleased nor could I be more confident in your continued handling of my investments in the future."
-C.P., Bookkeeper
"Because I believe that you always keep in mind what is in my best interest, you have inspired a high level of trust in me. I feel secure in the value of the long term relationship that has developed and I look forward to working together in the future."
-D.C., Pharmaceutical Executive
