"I thought I would write to thank you for pointing me in the right direction in respect to following an investment strategy. Prior to my association with you, I had the bulk of my investments in one stock.
I'm glad I listened to your advice because shortly before I retired, the stock I held took a major downturn and was reduced to about one half of its value overnight. Fortunately, by then I had already reduced my holdings and moved the majority of my investments into the strategy you had recommended.
Since our financial liaison, my portfolio has developed nicely and I look forward to receiving your continuing helpful and beneficial advice in the future." - LP
"Since you became our financial advisor in May 2004, our investments have made steady progress by your impressive professional and diligent service. We trust your knowledgeable recommendations and recommend your wealth management practice to anyone who wants a sound financial investment advice with customized strategies to achieve wealth." - TW
Thanks to clients for voting the CIBC Wood Gundy Pickering branch
Durham Business Time's Number One Investment Dealer in Durham Region
