Testimonials

Jeff and I first starting working together in 2008 when my business was growing rapidly. Over the years our relationship has grown and I think of him as a friend, a trusted advisor, and important planner for my business and personal finances. I knew it was time to start a long term savings plan for my retirement instead of my normal: “reinvesting everything back into the business” – Jeff was encouraging me to diversify. I had read some things, but wanted to learn more. The experience I had with Jeff was nothing short of outstanding and smart. He explained different options in an easy to understand way. We started a savings plan and found ways to invest money from the business effectively while paying less tax. The results I now enjoy include having a sound plan, finding significant tax savings, an overall better structure for my investments and I have more time to focus on my business and enjoy life outside of my business. I would encourage any business owner to meet with Jeff. His relaxed approach is a welcome break and he is a proven expert at helping those with incorporated businesses

G. Buksa

President, Rayne Longboards

 

“Jeff’s expertise and guidance plays an important role in our family’s financial planning. Naturally he helps us invest for retirement with an eye on returns – but additionally he has shown us the value of a broader plan. There’s much more to it. He has helped us understand the importance of education planning for our young children, life and critical illness insurance, wills and power of attorney – even what needs to be in the safety deposit box in case of emergency. All these items add up to a comprehensive financial plan that helps me sleep at night.”

J.Mast

Vice President, Marketing – Expedia CruiseShipCenters

 

“My husband and I have been seeing Jeff for the last 3 years. I’m totally hopeless with all the financial stuff. As important as it is, I find it difficult to focus or find interest in it. I’ve been perfectly happy having my husband and Jeff look after the finances. Jeff is fabulously patient and will explain things in a way that is easy to understand. He takes the time to get to know you and figure out how to best manage your financial portfolio according to your needs/risk tolerance. Our meetings with Jeff are always relaxed. Not the least intimidating. Jeff is our financial advisor and a friend. He obviously loves what he does and is great at it. It’s reassuring to know that he’ll be doing this for a long time to come. I have absolute trust in his ability and would recommend him to family and friends.”

Dr. Lowe and Ms. Wong

 

“Jeff has continuously provided great service and direction for all my financial planning and recently helped us with all our business needs and setup. I strongly recommend Jeff as he’s always dedicated all he could to assist us throughout the last few years.”

Z. Boustany

President, Ram Engineering