"I have worked with Brad for over 18 years and found his advice to be invaluable in managing our family's investments and financial affairs. He has taken the time to understand our needs and tolerance for risk and worked closely with us to formulate a portfolio which has provided income as well as protecting our assets during times of extreme market volatility. We trust in and rely on Brad's expertise and wholeheartedly endorse him as our advisor."

– R. Beck, Co - Founder Sandman Inn

 

"Brad has been the Association's trusted investment advisor for over 17 years. He has an excellent working relationship with our finance staff and understands our Investment Policy

and business objectives very well, thus allowing him to give us sound, valuable and beneficial advice. He never hesitates to put in the additional effort to ensure that the needs of the Association and of the stakeholders are met. We certainly appreciate Brad's experience and depth of knowledge as he has provided fantastic services to APEGBC."

– Jennifer Cho, CGA, Director, Finance & Administration

Association of Professional Engineers & Geoscientists of BC

 

"Jeff is the mainstay of my family's financial well-being. He has been advising me for the last 12 years and he has proven to be both insightful and understanding. He has always kept our investment goals in mind, and has sometimes had to remind me of them as I start to stray with some of my own ideas. He is able to talk to me in a way that I understand

exactly what he want to achieve, and I find I come away from every conversation knowing just a little more than I used to. I've learned a lot from Jeff, and have all the while enjoyed

a consistent level of portfolio performance that has carried my family for many years. I only wish I had met Jeff sooner than I did. "

– Bob Gerard