What clients say about working with Don
What makes me different from competitors?
”You provide advice and options with explanation of pros and cons to understand product and processes. As an independent, you endeavour to provide objective advice about products and services.”
What word or phrase best describes your working relationship with me?
”Trustworthy and high integrity. You sincerely care for your clients as if they were your family.”
Would you recommend me to a friend?
”Yes, given your demonstrated integrity and consistency of your services over the decades that I’ve known you.”
What impact has working with me had for you and your family?
”I was introduced to you via my parents who used your services long ago. You have provided me with valuable and informed decision-making advice to guide my financial and estate planning.
If you were not there to continue providing your services, who would I trust?” M.F.
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What was your biggest fear about working with me?
”That there would be hidden costs. That we’d end up back in the same old financial muddle.”
What was the outcome?
”No hidden costs! Increased clarity - a plan that seems to be working.”
Why did you choose to work with me?
”We were looking for someone with experience in the world of finance, and an ethical approach to investment.”
What has your experience with my services, process, and products been like?
”Our experience has been very positive. You have patiently guided us through several big decisions, keeping us aware of the realities and financial implications, while also placing high value on our more heart-felt needs and values.
You know the territory of finance, and have been our patient guide as we make decisions in a world we have very little experience in.”
What makes me different from competitors?
”You have been extremely generous with your time and advice, making us feel like we’re your number one clients!”
Would you recommend me to a friend?
Yes, because you know what you’re talking about, and you are very generous, thoughtful and accessible.”
What impact has working with me had for you and your family?
”We have been able to make a financial plan and stick to it, feeling more relaxed about our financial situation.”
S. R. & B. W.
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“Don is very experienced in money management and estate planning. He is very knowledgeable and stays current with tax changes.
We were worried that he wouldn’t take into account how we need to pay for our children’s education, however he was able to work with us to our satisfaction.
Our experience has been excellent. Don has advised us on getting the best bang for our buck, while taking into account our current life style.” K. W.
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What has your experience with my services, process, and products been like?
”I have appreciated the attention to details that Don provides and I’m confident in his knowledge of the total financial field including investing, insurance, and estate planning.”
What do you think makes me different from competitors?
”Experience and (see above answer). It’s not restricted to one aspect.”
What word or phrase best describes your working relationship with me?
”Attentive and knowledgeable. Always available to support my inquiries.”
Would you recommend me to a friend? Why?
”Yes. Honest and upfront.”
What was your biggest fear about working with me? What was the outcome?
”Hidden expenses. See above answer.”
What impact has working with me had for you and your family?
”Smooth and worry free.” A. B. & B. B.