Personal

“I have been a client of Brian Smith’s (17 years) and latterly Jake Brumby ever since I made the change from investing in an RRSP and bank savings account into greater investments for future growth and security as I edge closer to retirement years. I have always appreciated their immediate availability and clear explanations for any queries and the continued growth of my investments following their advice.”

Trust

“I was a little overwhelmed when I was appointed Trustee for a close relative's estate. Brian and Jake made the whole process of consolidating and investing the estate for strong growth in even the most challenging markets infinitely easier. Their great communication, responsiveness and availability are among their greatest assets.”
—Current client

“We have been clients of Brian Smith for many years and more recently of Jake Brumby. We placed our total trust in their financial investing expertise and have never regretted it. We appreciate that we are always kept up to date on our investments. Despite the economic downturn of the last few years, their management and knowledge have kept our investments doing well.”
—Current client