As entrepreneurs, we have rapidly-changing needs and need cutting-edge expertise. With their team, they helped us to review our investment planning, our life/disability insurance, our compensation structure (salary/dividend), our wills and much more.

One of the keys to success in our relationship has been their working together with our professionals to ensure that our financial and tax planning was always optimized. The work they perform gives us confidence that nothing is left to chance and that all decisions are made in our best interest, both now and in the future.

Pascal and Charles are caring people who value service above all else. Working with them on our finances means that we receive 360° personalized service characterized by integrity and professionalism. For all of the above reasons, we have no hesitation in referring them to business people or to friends and members of our family who, like us, attach great importance to effective wealth management and growth.

Rod Gibbings has been my financial planner for over 20 years.  We have traveled this path together and as time has gone by, I love how he has constantly reassessed my needs and goals. 

His attention to detail is so very apparent as he (we) question my comfort levels as my life style and position changes.  I can say with certainty that I would not have been able to retire at 56 if Rod had not been navigating through the economics of life with me.  I credit myself with acknowledging there is a lot I just don’t know:  what questions to ask, are there new rules that apply to me or what details should I pay attention to: retirement planning, estate planning with my daughter and grandchildren in mind, Tax planning and implications as my income and age changes, preparing for aging parents – it can make you crazy. My visible confidence in Rod shows. That has allowed me to refer colleagues, friends and family to Rod and his team.  I look like a hero as every one of them has come back to me within days, weeks, years of beginning their relationship with Rod and thanked me.  It’s more than investing, and it’s more than dollars and cents.  The clarity and reliable guidance Rod brings to the table instils trust.  None of this would succeed if his character was lacking.  I like knowing Rod and his team are in my corner and I know I can count on them as my needs and circumstances in life continue to change.  He pays attention.

What we value the most in relationships, whether personal or business, is integrity and trust. Our relationship with Faye Afshar began in 1994 as a business relationship but over the years has developed into something much greater and deeper than that. Before serving as a member of parliament and Cabinet Minister with the Canadian Government and then as Diplomat, Brenda and I continued the family farming tradition as third generation farmers. Our son, Chad, is now managing the farm and our grandchildren are now the fifth generation to be involved with our family farm. Faye has proven over and over that it is not just investment advice she so wisely gives to us. She has embraced our whole family, including our son, Scott and his family, who have pursued careers outside of agriculture. She makes our needs a priority whether in the area of personal or business finances, insurance, succession planning or tax planning, Faye's insight and professionalism have proven invaluable for today and for future generations. Faye is the model of integrity and trust. We continue to be amazed with her insights, knowledge, instincts, great results and tireless work ethic. We have highly recommended her to numerous friends who will give the same glowing testimony about her as we do. Our journey with Faye began with her as our financial advisor. Through the years she is now cherished as a dear, personal and life-long friend.

We have worked with Corey Kudrowich for many years.  Corey and his team did a comprehensive evaluation of our current situation and our goals in retirement, leading to a long-term financial plan that incorporates tax and estate planning strategies.  We are confident that Corey and his team are helping us achieve our financial goals in retirement, and would recommend them to anyone looking for financial planning.

James Carney has been our financial advisor for the past seven years. During that period of time, James has given us sound and valuable advice regarding our investments as well as planning our long-term retirement goals. Along with our own personal investments, James manages my mother’s investments and estate planning. This has provided me with sense a security, knowing that my mother’s estate is being managed by a knowledgeable and professional advisor. James is extremely patient and takes time to explain and ensure you understand the investment strategies he is suggesting. He meets with us regularly to discuss and update our financial situation as it changes.  We have recommended James Carney and his team to our family and friends with confidence knowing they will be in good hands.

I have known Rick Floer & Marilyn Fraser personally and professionally for over a decade, and do not hesitate to refer my friends and colleagues to them for two simple reasons they know their business and are wonderful to work with. It is always a pleasure to meet with Rick and Marilyn to discuss my family’s financial goals and plan.  They are always able to provide me with the information I need, and often make suggestions for strategies and offerings I did not know existed.  Their assistance over the last decade has allowed my family to feel confident and secure in our financial plan as we move through our careers toward retirement.  In addition to their financial planning skills, both have shown great commitment toward giving back to the community, and making the Lower Mainland a better place to live. I highly recommend Rick, Marilyn & their team at Investors Group to anyone seeking support in their financial planning endeavors.

I have been a client for 18 years. I have Mesothelioma cancer and while I'm going through chemo I'm trying to prepare things such as my estate plans and things on my bucket list. There is one thing that I don't need to worry about is how my wife and family will deal with finances and pension stuff knowing that Glenn Gaudet will be there to help her and my family. I just wanted to let you know how much I appreciate that. He has helped me and my family and many of my friends over the last 15 years or more.

We fortuitously met Mr. Angelo Manzo at an educational workshop that he had organized. We were so impressed that we booked a consultation with him. After 27 years, five financial advisors/planners and a lot of frustration, not to mention suspicion that our finances were not well managed, Mr. Manzo, patiently and thoroughly went through our money mess. This, needless to say, involved several meetings. It is the best, and remains the best advice anyone can find around!!! We wish we had met him earlier. We are so ever grateful for his being there.