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After we met with 2 other financial planners in the area and left quite confused and overwhelmed with information, we were referred to Russell and his team by a family friend.
We were very impressed with their knowledge & level of professionalism, especially their ability to understand our specific financial goals and offer solutions that made sense to us. They simplified our investment and estate planning strategy for a very "complicated" family. Their tax-saving advice regarding our family trust proved to be extremely valuable as well.
They certainly have our ongoing recommendation.
Aaron & Vera, Mississauga
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2004-20 Kingsbridge Garden Cir, Mississauga ON L5R 3K7
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