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Client Testimonials

Here is what some of our clients have to say about working with us:


"Victoria and I feel very fortunate that we have your team as our Investment Advisers and the successful portfolio numbers confirm it. You are doing an awesome job and give us great confidence in knowing our financial future is in good hands."

- Ed Alm


"Adrienne and her team have done a great job of looking after my investments. They keep in close contact with me, make timely changes to my portfolio, and will always take the time to answer any questions or concerns I might have. I have been so happy with their work on my behalf that I have recommended them to several others with no hesitation. I have heard that those referrals are also very satisfied!"

- Mary Lynn Cassels


"Initially my account was very small and I was pleasantly surprised by all the attention they provided me. Their service and communication continued, building my trust and confidence in their abilities and services over the years despite my small account. My other brokerage accounts were not up to this same level of service and communication so I ended up moving my other portfolios with some coming from overseas. My schedule is too busy to monitor my account and I like the fact they are regularly contacting me to make portfolio changes. I always know they have my back and are looking after my family’s future.

- Eric Oostindie


"Adrienne and her team will work very hard for you! You have financial assets, maybe some fuzzy goals, and yes, likely fears and anxieties. Adrienne and her team tackle all of this, everyday – listening to you, researching the possibilities, helping you draft (and later redraft when needed) a plan, implementing that plan in flexible and adaptive ways, answering your questions in plain language and in depth, and continuously keeping you informed and engaged. In a while, after working with them, you will feel more knowledgeable, more confident and secure, and happier that your financial assets are now working for you, and for your family. That is what they do, and do so well."

- Gavin Perryman


Adrienne Fung