Testimonials

Terry Lynn has provided us with a comprehensive financial plan, one where she considers all of our financial needs.  Her analysis not only deals with our investments, but everything else as well - from ensuring we have proper Wills and Power of Attorneys in place to verifying our life and disability insurance is adequate.  She continually meets with us to discuss our situation so that she fully understands our personal and financial goals, and has prepared a plan that will allow us to meet them.  The annual benchmark she's provided us with allows us to see if we're on track to meeting our goals, regardless of the volatility of the markets, and has provided us with peace of mind.

Todd and Cathy - Wainfleet,

Thank you for the time you spend with us.  Life is so busy these days that little time is left to think about our investments for the future let alone know how to view the markets and make wise decisions.  We are so grateful for you, who has the knowledge and experience to make wise choices for us.  You are doing a great job for us and we appreciate you.  You try very hard to make things clear for us as seen in the chart of our investments you gave to us.  Thanks again for what you do and the spirit in which you do it.

Les and Judy - St Ann's, Ontario,