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Testimonials
Testimonials
“Jay showed us some innovative financial strategies that we didn't know existed & will get us where we want to go faster. He also opened up my mind to some new ideas that have big potential in the business world for the right person!”
“Jay showed us some innovative financial strategies that we didn't know existed & will get us where we want to go faster. He also opened up my mind to some new ideas that have big potential in the business world for the right person!”
Gord C. - Director of Sales & Marketing
"Jay's knowledge and expertise helped me to navigate the financial world, taking his time to thoroughly detail the options and programs available. With his support and guidance, I am on the pathway to retirement without worry or stress."
"Jay's knowledge and expertise helped me to navigate the financial world, taking his time to thoroughly detail the options and programs available. With his support and guidance, I am on the pathway to retirement without worry or stress."
Nicole D. - Business Owner
"Jay took the time to teach us the ideas that we needed to best suit our situation. I had no idea about this stuff. He didn't rush us and made sure it all made sense first. I just wish we had met him sooner."
"Jay took the time to teach us the ideas that we needed to best suit our situation. I had no idea about this stuff. He didn't rush us and made sure it all made sense first. I just wish we had met him sooner."
Shawn W. - Business Owner
We can’t say enough about the excellent counsel and professional advice we have received from Jay. He has a genuine concern for our family’s welfare, and his caring, thoughtful and innovative approach to our financial planning is what has impressed us most. He has shown us a large portfolio of retirement options which has definitely increased our awareness of new strategies that differ from conventional methods. His quality of service is above and beyond what we’ve experienced with other financial planners in the past. The best part about working with Jay is the personal connection; during our interactions, we have always felt that we were more than just another client. Without reservation, we’ve definitely recommended his services to our close friends and relatives.
Kent F. - Vice President, Operations
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