Invest the New Way:

Kris is very knowledgeable and has presented new ways of thinking about my financial future that I otherwise would never have considered.

Thanks for doing such a great job managing my RRSP’s. Many of my co-workers have been watching in despair as their investments took a turn for the worse. But not me!

Kris takes the time to listen and understand our needs and long-term goals and ensures we are well informed before any decisions are made. My husband and I are grateful for our business relationship with Kris and the trust he has developed with us through his flawless execution over the years, especially during challenging economic times.

We greatly appreciate Brad’s human approach to our relationship, as well as his advice, knowledge, and professionalism. He has earned our trust, a huge thing for us after too many bad experiences with previous financial advisors/planners.

Paul has given us two creative ideas for using Tax-Free Savings Accounts. These ideas alone will have a major financial impact over our lifetime. Combine this with all the other areas of tax, risk, business and estate planning advice we receive on an annual basis and we couldn’t imagine working with any other firm.

I have known Kris for many years. He has integrity, is trustworthy, and honest. His knowledge, experience, and dedication to our family has been nothing short of top shelf. I have referred and will continue to refer him.