Testimonials

We wanted to pay off our mortgage sooner and increase our savings while saving more taxes.

We immediately felt that your service offering would be a comfortable fit for our situation and that you had the expertise to provide us with the advice and guidance we were looking for.

With the change in investment strategy I feel real progress has been made and that I am on the track to a successful retirement.

I now feel I have 100% support backed by sound advice. I especially appreciated your help and support during the difficult period when my husband passed away.

Mrs. M. Crawley
Calgary, AB

Before we met you, we had no one providing advice or managing our investments which left us feeling not in control and lacking in direction with respect to our financial planning. We were frustrated dealing with the bank and having to explain our situation to every new person they assigned to our account. It was in short a horrible experience with a completely disjointed approach.

We hoped to be able to work with someone who understood our situation, and could provide us with sound advice in a relaxed approach. We decided to work with you when we saw that you were willing to take the time to get to know us and that you were flexible in appointment times as our schedules were sometimes unpredictable.

Since working with you we feel more informed and educated with regards to financial matters and we feel we have a valuable resource in your guidance in both good and bad market conditions.

Mr. & Mrs. R. Hendrickson
Calgary, AB

I am proud to be able to tell people that we have been working together now for more than twelve years. I started off with meager investments but you never made me feel unimportant as an investor.

I have always felt comfortable with your approach and that you were looking after my best interests. You always tell things as they are without sugar coating it, and I like that.

I have been very satisfied with the management of my assets and how you have optimized opportunity when appropriate. I have been especially impressed with your regular contact and clear communications.

I regularly recommend your service to people I know and I look forward to many more years of working together with you.

Ms. P. Luttmer
Calgary, AB

We want you to know what a great experience it has been working with you over the past six years. When we met we were extremely frustrated with our situation and we knew we had to make a change. Our accounts were spread out in an uncoordinated fashion and we felt that there was no one looking after our best interests.

We were looking for a relationship with one person who could consolidate our assets and set us up with a financial plan. We were very comfortable with your holistic approach to financial planning for the family and that you provide recommendations as required and when circumstances change.

We appreciate the proactive process in conducting regular reviews and highlighting the issues we need to address and providing information in context to our situation which enables us to make sound financial decisions for our future.

Mr. & Mrs. R. MacPherson
Calgary, AB

We wanted to let you know how important it is to have you working with us to achieve our financial goals. When we met, we had good savings habits but no savings direction. We had multiple RRSP accounts at different places with no co-ordination or planning and no financial advisor.

We wanted to know if we were going to be able to retire with a comfortable income. After being referred to you and meeting with you we knew we had found someone who had the expertise to help us reach our financial goals.

We appreciate that you take the time to explain financial concepts so that we understand them. It is very important to us to have someone that we trust; who also looks out for our best interests.

We would highly recommend your service offering to anyone looking to work with a Certified Financial Planner.

Mr. & Mrs. C. Miller
Calgary, AB

When we first met with you, we had been unhappy for some time with the inconsistency of service that we were experiencing from our previous investment providers. Frequent representative changes and no plan or direction had left us frustrated and ready to make a change.

We were hoping to find a financial advisor who would work with us to develop a long term financial plan, and to provide us with advice on investments and tax matters.

When we were referred to you, you came highly recommended from friends and after meeting with you to discuss our financial situation we were very comfortable with your approach and we knew we had found someone we could trust.

We have been impressed with your regular contact and the creation of our personalized financial plan with regular reviews to keep us on track with our financial investments.

We are looking forward to our pending retirement with confidence and would recommend your service to anyone who takes their future financial security seriously.

Mr. & Mrs. I. Parker
Calgary, AB

We are writing to tell you what a wonderful service we feel you perform for us. My wife and I are impressed with the time and care you take to access our financial situation before recommending any solutions to us.

We had become very frustrated with the advisor we had previously and in particular with the lack of communication with us and the lack of any concrete financial direction which left us afraid for our financial future. We wanted to be able to invest in a safe, yet productive manner with someone who would take the time to explain sensible and sound recommendations.

Your honest and straight forward approach to financial planning has left us feeling very comfortable doing business with you. We have been impressed with your sound knowledge; with the regular contact you have with us, and the advantages and information on the LightHouse WealthGuide website.

We now feel that we are headed in the right direction with our finances and that we have a reliable resource in you to guide us along the way.

Mr. & Mrs. Zentner
Calgary, AB