“I have been a client of Paul’s since 1992. The service that I have received has always been outstanding. Since retiring a few years ago, Paul has been able to set up my portfolio to meet my cash flow requirements and still grow my portfolio. I’d like to thank Paul for helping me achieve my investment goals. With Paul’s investment advice, I am comfortable that my finances are on the right track and in the hands of someone I can really trust.”
Testimonials
Robert's Testimonial
“I have been a client of Paul’s since 1992. The service that I have received has always been outstanding. Since retiring a few years ago, Paul has been able to set up my portfolio to meet my cash flow requirements and still grow my portfolio. I’d like to thank Paul for helping me achieve my investment goals. With Paul’s investment advice, I am comfortable that my finances are on the right track and in the hands of someone I can really trust.”
Robert S. (client since 1992)
Irving's Testimonial
“My portfolio size and investment style requires a very knowledgeable and adept Investment Advisor – one who can dig a little deeper, get my orders filled and provide a fresh perspective on what’s going on. Paul does all this and more. I would not hesitate to recommend him.”
Irving N. (client since 1996)
George's Testimonial
“Your approach to investing has been very refreshing. I have been very impressed with my fee-based Partnership Account, and your attention to minimizing my investment costs. Having a dedicated expert familiar with all of the most innovative and important investment vehicles has made a tremendous impact on my portfolio’s returns. I never realized before how valuable the inclusion of exchange-traded funds, closed-end funds and corporate bonds could be to my financial well-being. Your extensive knowledge of trust units is invaluable. Thank you!”
George F. - client since 2001
Ken's Testimonial
“The detailed reports that you provide for my flat-fee account are very good. I especially appreciate the time-weighted, rate-of-return statements which allow me to see how my portfolio is performing, compared to the appropriate benchmarks. I also find the annual income projection very useful - I know beforehand how much money will be transferred into my bank account each month. On top of all this, the portfolio that you have set up for me continues to exceed my expectations. I very much appreciate your sincere and continuous advice.”
Ken B. - client since 2002
