Just a short note to thank you for saving our retirement. As you know when you first proposed moving our RRSP into a different vehicle from the one that you had put us into 6 years before, we were very hesitant as returns had been very good. But you persevered in the firm belief that a major stock market correction was about to develop. Fortunately, we listened and while many others lost much of their RRSP value, you actually grew ours. Words cannot express our thanks for the excellent service and good advice that you have given us over the years. Rest assured that we recommend you to all of our friends and associates, sure in the knowledge that your advice will never let them down.
In light of recent fraudulent events (i.e. Bernie Madoff) emanating out of the Financial Planning market sector, one could easily begin to question the security of their funds in the hands of their Planner. I never did. Having Craig manage my Life Plan for the past 20 years has left me in a very favorable position today. We are all looking for better than average results during the good times and protection during the bad. By staying current with latest trends and data, Craig seems to be one step ahead more times than not. Whenever I go to him with questions, he responds with the kind of ‘no fluff’ answers I look for. And to think it all started by him cold calling me all those years ago.
Upon becoming a client of Craig, I have been very impressed with his honesty, knowledge of the industry and his personal attention, both to my portfolio and me. Craig continually provides the important investment information, astute advice on the market and where best to place my portfolio. Craig takes the time to ensure I fully understand the information both pros and cons. As my investment counsellor, my portfolio has weathered the turbulence in the marketplace and is showing a positive growth pattern. I have and will continue to highly recommend Craig to friends, family and business associates.
Both my wife and I invest with Craig. Through the recent stock market crash of 08-09, he has actually made us money! His approach is absolutely disciplined and he does an amazing in-depth analysis of your cash flows and assets before investing a dime. His certification is that of a CFA which is the “PHD” of investment advisors. Most others have only a CFP. I have absolute trust in his approach to my finances.
Craig has been our financial advisor for over 3 years. He is an expert in market trends and understands the differences in products available for us to consider. He consistently translates finance talk to layman terms, and ensures he always recommends the best product for our needs. We have a clear understanding of our financial picture and feel confident making decisions with his guidance. We have recommended Craig to many friends and are confident our portfolio will continue to grow.