Why us?
"Thanks for all of your efforts. You are quite literally the only one we trust with our money", Lisa S., Kelowna, B.C.
Carol and I have been clients of Sharon for over 20 years. I say "clients of Sharon" because we have been with her regardless of her parent company. We have followed her as she has moved, and will continue to do so.
Why? Sharon has always put her clients first. We continue to be amazed at the time and effort that she puts into each and every account. Her skill and expertise in following the markets, funds and individual fund managers is remarkable and has served us well over the years. This is why we have stayed with her for so long.
Thanks to Sharon we always understand what she is doing for us and our daughters. She takes the time to explain why she does what she does in our accounts, and really enjoys teaching the "younger generation" the finer points of investing.
We continue to reap the benefits of Sharon's efforts, and will stay with her and continue to thank her for her hard work! Carol & Paul D., Kitchener, ON.
Why? Sharon has always put her clients first. We continue to be amazed at the time and effort that she puts into each and every account. Her skill and expertise in following the markets, funds and individual fund managers is remarkable and has served us well over the years. This is why we have stayed with her for so long.
Thanks to Sharon we always understand what she is doing for us and our daughters. She takes the time to explain why she does what she does in our accounts, and really enjoys teaching the "younger generation" the finer points of investing.
We continue to reap the benefits of Sharon's efforts, and will stay with her and continue to thank her for her hard work! Carol & Paul D., Kitchener, ON.
