"What sets Kirsty, Andre, and Sarah apart is their combination of professionalism, expertise, and a personal touch that makes even complex financial decisions feel manageable. They’re responsive, trustworthy, and proactive — always a step ahead in ensuring our financial plan stays on track.

I’m grateful for the peace of mind and clarity they’ve brought to our financial life, and I wouldn’t hesitate to recommend them to anyone seeking a dedicated, knowledgeable, and genuinely caring team. Their move to Wood Gundy has also been a welcome surprise as services have increased and the WG team has been exceptional."

"I have been working with Kirsty and team for over a decade and they far surpassed the service I received at other companies. Wish I had have switched to them sooner. They actively manage my investments. They reach out when they think I should make a change and have helped me plan for retirement. I would highly recommend them to anyone."

"Within two weeks we had a wonderful portfolio and retirement plan that was understandable. Kirsty was great at explaining the 'future' as best one can while maintaining such professionalism and knowledge in a manner that was honest and clear. We can not express our gratitude. We would highly recommend the services this amazing team offers to clients. Even during these times where we are all questioning our financial security, Kirsty maintains a calm and supportive approach.
Thank you all (Kirsty). You are brilliant!"

"Most financial advisors are quick to claim that they offer an "individual, client-centred approach." However, I had never had, nor even met, an advisor that truly embodies these characteristics - until I decided to transfer my portfolio to Kirsty and Willow Wealth. She immediately began a very intentional effort to get to know me and my family on a deeper level (and still continues to!), so that she could tailour her ideas and advice to actually suit our situation and goals. She is never pushy, and she conducts herself with exceptional professionalism, honesty and integrity. And she is very smart and very knowledgeable - she has already suggested several strategies that will benefit my family's situation, and which no previous advisor of mine had ever thought to suggest. And to top it off, she and her team are always available to answer any questions that I have – in fact, they welcome them and the discussions they precipitate! I am very confident that my family's finances, and ultimately our future, are in excellent hands. I would heartily recommend Kirsty, Andre and Sarah at Willow Wealth Management to anyone.

"I have trusted the Willow Wealth Management team with my retirement funds for the past 2 years. Kirsty is not only a trusted advisor but also a dear friend. She always puts her best foot forward to ensure that I'm understood and her professional approach to the management of my portfolio is why I am here to stay. I highly recommend their services to anyone in need."

"She is constantly in touch when there are times of concern over the markets and monitors the health of our investments to make sure we are well positioned to ride out fluctuations. I would highly recommend them. We feel that finally we have someone in our corner who cares about our future."

"Kirsty has been my financial advisor since 2016 and I can't stress enough how satisfied I am with the professionalism and integrity displayed by the Willow Wealth team."

"A few years ago, I was in a situation where I needed a trusted financial advisor to assist with preparing a financial plan for my mother, myself and my sister. Kirsty’s knowledge and expertise has been absolutely invaluable. What I have really appreciated is how Kirsty tackles complex financial concepts and makes them easier to understand as well as regularly checking in with us throughout the year. Whether it is budgeting, taxes or estate planning, I have found Kirsty’s approach to that of care, honesty, candor and the utmost of professionalism."

 "Maximizing the growth in your portfolio while finding a balance in risk exposure is always a challenge and we have been delighted with the recommendation that were made to us by the Willow Wealth Management over the years."

"Trust is paramount in our financial dealings with Kirsty and she is number one in this regard. As we age we need to know that our portfolio is well managed and will give us the financial means and security to live the way we want to. Working solely with Kirsty since 2014 and knowing her since 2011, we value the time she will always give us, the guidance available for any questions we may have, any in-depth meetings needed, and her unwavering support."

"Kirsty is always on the lookout in the markets for new opportunities and wastes no time in exercising her opinion, explaining the options and quickly maximizing new options. While both women are knowledgeable and professional, there is a great deal of passion behind their work of caring for their client's financial wellbeing."

"Kirsty has been mine financial advisor for the last 10 years. She is professional and very very good at what she does. She is not pushy but her advice is always spot on. Our investments have done nothing but grow with Kirsty's steady hand. I highly recommend Kirsty."

"From the moment I switched financial advisors, this has been a positive experience. I was not pressured, my questions were answered ..and welcomed! Financial management is not a strength for me so I rely on a financial advisor and Willow Wealth Management has been a godsend for me in this regard. Service goes beyond investments, it includes assistance with planning for transitions, liaison with my accountant for tax purposes, lawyer for estate and legal situations, and check-ins related to how things are going which always includes the message "we are always here if you need us." I can confirm this is the case because there have been situations come up when I haven't known where to turn or how to proceed and Kirsty always helps sort out a path forward."

"Excellent customer relations. Pertinent advice to achieve the best possible investments. Thorough knowledge of product." 

These are written comments from clients associated with Willow Wealth Management.
Names have been withheld to respect confidentiality. References are available upon request.