May 18, 2020

I’ve been talking quite a bit to clients these past few weeks, and it seems we are all under a lot of stress - health, job, family finances, social isolation, etc. So I thought I would share a good news story and it comes from an unexpected source - my Investment Advisor, Mike Soble at CIBC Wood Gundy. Mike has been helping me with my investments for few years, and we spoke recently about everything going on in the world and specifically, the impact of the global pandemic on my own investments. He reminded me not to lose sight of the long-term picture and that markets generally recover from big corrections, and often faster than you would think. He also reminded me that my RRSP is invested in their Tactical Asset Program (TAP), which has been in cash since early March and will be in a great position to take advantage of the bounceback in stock prices at the proper time. Mike - I really appreciate your words of reassurance and calm professionalism throughout this crisis!” – Tammy Price , Shifting Into High Gear

July 27, 2020

I have been with the RSM Group for the past 7 years and remain extremely pleased with our relationship. I’ve also known Mssrs. Soble and Reynolds for about 20 years now and know them to be top-notch and trustworthy investment professionals. In my opinion as a Retiree, the RSM Group has the expertise and resources I need to help me sustain my lifestyle in retirement. Furthermore, I appreciate the friendly, client-centered focus of their entire group. My queries are addressed promptly & completely, my portfolio transactions are executed accurately, pertinent market updates are sent in a timely manner and communications are open & constructive with all the team members.I continue to be confident in recommending the RSM Group to my friends & acquaintances. - Mark Flor