“Simon has been my financial advisor since 2000. He has assisted me in creating an investment/financial plan which addresses my goals of saving taxes, preserving capital and earning reasonable rates of return for my future retirement. Simon helps me to maintain my “sleep at night factor” during these financially turbulent times by providing educational seminars and regular reviews to ensure that I am on track to achieving my financial goals. He has successfully helped me navigate through some very volatile and uncertain periods. I wish I had met him earlier.”

Nick S.

“Simon is a very professional and well organized advisor. Provides a great combination of knowledge and low pressure sales. I would recommend him without hesitation.”

Ron H.

“Over the past six years as my financial advisor Simon has proved to be reliable, detail-oriented and knowledgeable about all financial markets. I am always kept informed on new investments opportunities and ways to improve my portfolio.”

Jeff W.

“Simon is ambitious, passionate & creative in his craft. I have never questioned his sincerity and or judgement when looking after my financial interests. Because of that, we have also become good friends.”

Bruno D.

“Simon has been my financial advisor since 2009. I have found him to be very professional, very knowledgeable and very responsive to inquiries or advising of new products as they come on the market.”

Dan F.