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 enhanced client service and attention to their evolving needs as 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.
Sylvain has been our financial advisor for over 20 years. His solid advice and guidance regarding all aspects of our financial planning have given us the retirement comfort and security we wanted. Sylvain stays in touch with us throughout the year and is always available to answer our questions. We highly recommend Sylvain and his team to anyone looking for solid financial planning and advice.
Our personal investing and retirement planning knowledge were very limited when we first met with Sylvain. He has managed our retirement savings, TFSA’s, and life insurance, and educated us throughout the whole process. Fifteen years ago, we were unsure if we were headed for a comfortable retirement, but with his guidance we have prospered, and both retired before 60. We are enjoying our travels and hobbies, with complete peace of mind.
Sylvain was introduced to us late last year through a trusted contact following some uncertainty about our existing plan and advisor. We met, talked, learned and became very comfortable with his professional approach to our needs. We are in the pre-retirement period of our lives and learnt that the advice we receive goes beyond simply making good investments. On meeting Sylvain, we became very well informed on the breadth and depth of planning available to ensure our readiness for a comfortable retirement. We made a good decision to work with Sylvain and would recommend him, his team and company to anyone planning to retire in the near future.
Knowledgeable, professional, responsive and honest are a few of the adjectives that come to mind in relation to our financial advisor, Sylvain Morin. As important as those attributes are, the one characteristic that sets Sylvain apart is his genuine concern for our financial welfare and that we reach our goals. Definitely would recommend.
At the first introduction to his team and of his practice, the commitment level to an enhanced financial planning process and the level of services they provide is immediately noticeable.
The professionalism and the human element are the cornerstone of Sylvain’s practice. This is evident by the genuine interest in each client’s wellbeing both financially and personally. It is a pleasure to work with his team and his clients.
Sylvain Morin has been our financial advisor for 13 years. He put us at ease in our first meeting with his level of professionalism, knowledge and preparedness. He has given us factual and sound advice over the years, allowing us to make well informed decisions, relative to the changing market and our life situation, for the given time.
Sylvain’s advice to us and our focus has always been on a diversified portfolio with long term goals. This approach has served us well over the years and especially at these disconcerting economical times we find ourselves in. He and his dedicated team are readily accessible to answer any of our questions, offer reassurance and keep us updated on market changes and the impact on our portfolio.
This dedication to his clients has built a trusting and valued relationship between us. Thank you Sylvain.