WHAT OUR CLIENTS ARE SAYING
“Like many young couples, my wife and I neglected our finances as we started our life together; building a home and starting a family. We contacted Michelle as we realized that planning a solid financial future took more than a passing knowledge of the investment world. Michelle took the time to explain all our options, listened to our wants and helped determined our needs. We have the utmost confidence in Michelle, as she has guided us towards a brighter financial future, giving us solid advice, all the while, under no pressure. We are extremely pleased with our results and especially Michelle."
Ron Johnston and Julie Michaud
“A breath of fresh air after dealing with banks. Michelle responds thoughtfully and quickly to requests for information or clarification. She took on our family finances, looking closely at every aspect of our savings, investments and insurance to make sure we were getting the biggest bang for our buck. We finally feel like we've found a teammate in our financial planning."
Sarah Cobb and Wil Murray
“Michelle knows her stuff. We purchased RESPs on her recommendation 20 years ago and it has helped reduced the debt load of our kids as they go through university. A couple of days ago I had a question about EAP which Michelle answered promptly and completely. Thank you!"
Helene
