Full Testimonial Video

[00:00:08] Dennis and John have been always available, right? So whether it's first thing in the morning, whether it's an email at 4:00 in the morning, if I'm up. There's always a return phone call. There's always availability.

[00:00:19] Well, they were eating and breathing financial. And so that gives me a level of confidence, saying that they're keeping in touch with what's going on.

[00:00:29] Worked in Poland for four years and there was quite a bit of tax planning strategy and investing strategy that basically it did put me in the position of today financially, which was fantastic.

[00:00:41] It was really important for me to be included in the conversations and to understand what was going on, and both Dennis and Jonathan have been spectacular in making sure that I'm clear on our financial position and what accounts we have and what's happening with them. As well as just helping me understand our retirement plan.

[00:00:59] We've had a long relationship with first, Dennis is farther then Dennis and now Dennis and Jonathan. There's so much trust involved. I know it's just a phone call if I have any kind of problem and if they don't know the answer, they will certainly find out and let you know. I had no hesitation over the years recommending other people because I had such confidence.

Sue & Paul Testimonial

[00:00:08] It was really important for me to be included in the conversations and to understand what was going on, and both Dennis and Jonathan have been spectacular in making sure that I'm clear on our financial position and what accounts we have and what's happening with them.

[00:00:21] Dennis and John have been always available. Right. So whether it's an email at 4:00 in the morning, if I'm up. There's always a return phone call. There's always availability. There's a friendly voice on the other end of the line. You're not getting a recording. You're not getting the message machines. That along with the fact that there's appropriate information that they give you. They live in a very complex world. They take it from that complex world and they give it to you really simple, in small bites so understand it. And you don't feel stupid about asking those questions.

[00:00:50] Because I ask a lot of those questions and every time you guys show the utmost patience. And you're happy to explain anything to me at any time, and I feel good about that. It's excellent.

Warren Family Testimonial

[00:00:08] Worked in Poland for four years and it was quite a bit of tax planning strategy and investing strategy that basically put me in the position I'm in today financially, which is fantastic.

[00:00:19] I had a house in Florida that I had to sell and investments that had to be transferred, and it was done seamlessly through all the help they gave us.

[00:00:28] I think the first thing that really comes to mind was my first house. And Dennis really helped me with a plan on how to finance and pay for it and allow me to pay off the house before I sold it. That was fantastic.

[00:00:41] The biggest impact with me was at a young age, having invested into the RRSP program. Then when I went to buy my first house, I was able to buy the house and take money from the RRSP homebuyers and have money for a down payment.

[00:00:55] I had no hesitation over the years recommending other people because I had such confidence.

Joe & Lygia Testimonial

[00:00:08] So, yeah, it's been 30 plus years.

[00:00:10] Long time.

[00:00:11] It's been a long ride. The most recent piece would be my retirement, which seemed to drag on forever. And there were lots of financial changes over that time. You were able to walk us through that and figure out what the best move was. And, yeah, we're happy for that. And we've had confidence from the very beginning because I think the Graves family, think you guys talked about financial issues constantly. It was the Sunday topic. You know, at the dinner table and so they were eating and breathing financial. And so that gives me a level of confidence, saying that they're keeping in touch with what's going on.