Our clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise.
Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.
About Sheelah McNeill
When I met Sheelah McNeill, I was looking for help managing my money and wanted to start creating a plan. What I got - and what I receive every time we meet - is so much more. Sheelah takes the time to ask me about my life, and how I am. We talk about more than financials. The result is that I trust her suggestions because she knows me, and they "fit"! Sheelah is a wealth of information, and she asks great questions (that are sometimes difficult, but that are always helpful, thoughtful and get me thinking). I know that she always has my goals and dreams in mind while helping me to create and maintain a solid financial plan that works for me. I highly recommend Sheelah McNeill as a financial advisor.
About Jon Whitehead
Arriving in Canada in the early 1990’s, I was introduced to Jon Whitehead as a financial advisor. I have had a wonderful financial relationship with Jon Whitehead and Investors Group which has developed into both a personal friendship and professional relationship.
I told a good friend that Jon Whitehead was the most conscientious business person that I deal with and that he always responds to messages and phone calls immediately.