Ethlyn Murphy, Client since 1995

"We would like to take this opportunity to thank you Phil for all your professional help over the past 9 years. Ever since we met you , we have always received sound, personal, professional advice and guidance in planning our investments."

Dr. Alexander Kunej, Doctor of Chiropratics

"We definitely feel that our financial future is in good hands. We shall continue to recommend you, without hesitation, to all our friends, colleagues and family. Thank you Phil for your genuine concern and care in helping to ensure that our "golden" years will truly be that, for not only us, but our children also."

Dr. Heidi Kurtz, Dentist (DDS)

"Phil is an experienced advisor who took the time to understand our needs and has helped us put together a successful financial plan that fits our circumstances. He takes the time to explain his strategies in understandable terms."

Cathy and Bob Vasseur, Clients since 1995

"My trust in Phil was developed through my parents' trust in him. I have limited money sense so trust is imperative. To date I have seen my money grow to at least validate his service. I have recommended him to friends."

Glenn Tonogai, Dofasco Employee and Client since 1995

"Phil's services are excellent, he is trustworth and always willing to steer you away from questionable investments to fittingly solid performers. He represents a company that has put much effort into his training which he (Phil) has put to good use by passing on his knowledge to his clientele."

Peter Buch, Dofasco Employee and Client since 1995

"Phil is always there when needed. He calls us and asks questions. Then he tells us the best way to do what's best for us. He always makes a house call if needed. Phil is up to date and knows how to help and do what's best for his clients."

Donna Gaudet, Dofasco Employee and Client for 12 years

"My father told me to take some time and find a financial advisor that I liked and above all that I trusted, if I wanted it to a truly fruitful relationship. I am thankful everyday that Phil was referred to me. He has always taken that extra step when it comes to client satisfaction and I have always been pleased and contect with his direction and information. I look forward to a continued prosperous relationship and continue to refer Phil to my family".

Louise Gris, Client since 2001

"Thank you Phil and Andrée for finalizing my year end financial problems which required some quick action. I'm sure Andrée will be of great assistance to you and relieve you of some of the pressure you face in your busy investment management practice. I appreciate it and thank you".

Gwen Pinkney, Client since 2006