Testimonials

Testimonial

As someone who is new to managing personal finances with a professional, Gary has been extremely helpful and patient! He listens to me and my goals and always ensures that I know exactly what we are doing which makes me feel confident about how we are managing my money! Couldn't recommend enough!

Testimonial

I am so glad I got in touch with Gary after a family member who just started using his services connected me with him. Gary identified my financial goals right from the beginning and I am pleased with the help he has provided me in such a short amount of time. He is professional, responsive, organized, and any question I have he seems to know the answer to it. He is a wealth of knowledge and anybody would benefit from using his services!

Testimonial

Took the time to get to know me and build a portfolio for me. Answered all my questions and explained everything in detail. Gary was prompt, professional and fun to deal with.

Testimonial

Gary Corriveau, what can I say? Great guy, great service, very professional and knowledgeable. My girlfriend and I had stumbled upon an ad of his and are very grateful. He has helped us in more ways than we imagined possible. We have a long road ahead of us but we couldn't be happier knowing he is by our side. Thank you Gary.

Testimonial

Gary has been very flexible with my chaotic schedule and the curve balls that the pandemic has thrown. He responds promptly, knowledgeable, professional and his attention to detail is second to none. He is one stop shopping for all of your financial, mortgage and insurance needs. This was important to me as they are all interrelated. In the past I had different representatives for these areas. Putting these important components in the same place has made them all work together in a more efficient manner to create the stability I need today while saving for tomorrow.

Testimonial

I have known Gary for many years when I was in the car business in London. He was very analytical and always looking for the best deal. We had many business dealings and I thought to myself. I wanted someone that was very detail oriented to look after my wealth portfolio and help me reach my retirement goals. I have found that person in Gary, he has given my wife and I a plan to retire early as well as helping with tax season to help get some of the money I pay the government back. Great guy to work with and his approach to finance makes it easy to deal with.

Pages