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Anthony & Jill

Brian has been our financial planner since 2003 and we have been extremely pleased with his service. I was with a large bank owned brokerage firm prior to dealing with Brian. Brian has run circles around that firm in regards to service, rates of return, risk management, and protection of our investments and our family. Brian's advice has garnered us above average rates of return on our portfolios in a low to negative rate of return environment. Brian goes over and above with service and communication and we know we can rely on him for any of our investment, insurance and Financial/Retirement Planning needs today...and into the future.

Strathroy, ON