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Client Testimonials

Please Note: The following are real testimonials and are used with the permission from the client. 
Any words appearing with [ ] brackets have been modified due to regulations and do not change the overall intention or meanings of the testimonials.

  • For the benefit of Rus, Rebecca, Nathan and Paul, Richard has been assisting me with investments for the last few years. I have done much better than the market averaging over 12% per year whereas my Investors group investments are hovering at 2% or so. Richard is an active manager watching the markets daily and reviewing his entire client list for possible updates. He updates my file at least once per quarter and regularly calls. He is especially active during times of crisis or change, unlike my Investor group funds which I would say are not managed at all.
    Richard has some great ideas for leveraging your investments including a potential $100k investment loan through Richard's connection for the purpose of investing and securing additional leveraged loans with the gains put into  savings in a TFSA. This is far more involved and aggressive than you will get from a traditional financial manager.
    " ~ Bruce, Edmonton Alberta

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