"My wife and I have been clients of Gaskell Slimmon Advisory Group for over seven years, and they have become key partners in helping us build and reach financial goals. We have had several life events in the past few years, and it is because of Les and Ken's professional service and willingness to assist that we have been able to make sound financial decisions and continue to reach and maintain our goals. Keep up the great work and I would not hesitate to recommend their friendly, knowledgeable service."

- Toby F.

 

"I have known Les for a number of years, both as my bank manager and as my financial advisor. I have found his knowledge of his products and business ethics to be very helpful. His communication is always prompt and his recommendations have helped me to make sound decisions with my investments. I would recommend Les to anyone seeking sound investment advice."

- Valerie D.

 

"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. 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."

- Pierre & Janene

 

"My wife and I have been client here at Wood Gundy for many years and we are very happy with the whole experience. Ken, Les and the team are friendly, professional, and extremely good at what they do."

- Gavin B.

 

"My husband and I have worked with Senior Portfolio Manager Ken Gaskell since 2009. Prior to Mr. Gaskell, we had worked with several other investment managers but had never found someone we thought had our best interests at heart. We felt treated like an asset rather than as real people with real concerns to be addressed.  

Once we started working with Ken, we noticed an immediate difference. Ken has always been mindful of our investment concerns and needs and recommends investment products that work best for us rather than his own bottom line. He is personable and easy to talk to. He is always available to field questions, discuss concerns, and talk through options and changes to our portfolio.

Over the past 15 years, Ken has worked with us to propose investment ideas, develop and implement our investment strategy, and prepare us for financial independence.  He has worked closely with us to understand our risk tolerance and manage our risk over the long term as it has evolved.  Ken has also been critical to help us remain resilient, forward focused, and decisive when financial markets had underperformed. We feel that Ken has managed our portfolio very well and each time we meet with him we feel reassured and comfortable in giving him our financial trust."

- Regan T. & Tyler P.

 

 

"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 accommodating. Thank you Nina for your professionalism and support, and we look forward to working together into our retirement."

- Kim & Tony

 

"I have dealt with Taryn, Les, Ken and Tracy for the past three years. They have always been quick to reply to any questions. They are a very proactive team and I would recommend them to anyone looking for professional investment management"

- Mark L.

 

"My first interaction with Les was during his time as a customer service rep at CIBC in Vernon. I was very impressed with his overall performance, always ready to answer any of the questions I had regarding my CIBC investments. So impressed in fact, that when he advised he was moving to Wood Gundy I decided to transfer my account to Wood Gundy.

In looking back over the decade, I am very happy with the way that Les and Ken Gaskell have maintained such a steady reliable income during the ups and downs. As well as a business connection, I must add that Les was very supportive to me during the illness and eventual death of my wife Grace. He was and is a true friend."

- Keith L.

 

"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. Baker

 

"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.