Testimonials
"Your expertise in analyzing our overall financial situation and ability to identify targeted strategies to improve efficiency and coordinate our overall plan has been very valuable to us. You always take the time to explain things to us in terms we can easily understand and all of our friends and family we have referred to you have been very happy as well. You are proactive, professional and personable and you really have gone the extra mile for us. We truly appreciate your guidance and you dedication to our financial success."
Norman & Helen,
Multiple Pharmacy Owners (Clients for 7 years)
"I appreciate your youth, energy and passion for your profession. I have found you to be highly competent with a unique ability to distill complex financial concepts into terms that I don't have to be a rocket scientist to understand. Business is business, but I truly believe our relationship goes beyond that. There have been some difficult times in my life and I have never doubted that your concern for me and my best interests has been sincere."
George, Multiple Business Owner & Entrepreneur (Client for 7 years)
"We have come to value and trust your advice very much. You took the time to learn our style and what is really important to us. We truly believe that you provide your recommendations to us based on what you think is in our best interest the same way you would for your own family."
Anna & Stephen, Retired Pharmacy Owners (Clients for 4 years)
"Over the past 6 years as a preferred supplier, I have come to recognize that the advisors at Family Wealth Concepts represent precisely what financial planning should offer to high net-worth individuals. With great care and professionalism, they consistently seek to provide the best wealth management and lifestyle solutions for their clients. They are passionate about their work and they're committed to helping all of their clients make wise financial decisions. It is a great a pleasure to partner with the Family Wealth Concepts team."
David Vigilanti,
Vice President, CI Investments
"I have worked with Rob for a number of years and I am fortunate to have witnessed first-hand a level of integrity and professionalism second to none. Rob has consistently proven that he has the experience and credentials necessary to find the best solutions for today's high net worth individuals and their families. I would not hesitate to recommend Rob to any investor who wants an advisor who truly understands the business – and is highly focused on providing clients with a unique experience."
Tim Fox,
Vice President, Business Development, Dynamic Funds
"I truly appreciate the time you take to explain everything to me so that I understand everything that is happening with my money. You have gone a long way to gain my confidence and it’s been a joy doing business with you!"
Nicole (Client for 5 years)
"Jamie has been my Financial Planner for more than 5 years. He is extremely knowledgeable about all aspects of Financial Management. Jamie has been involved in providing me with planning and advice for my various companies as well as my personal financial investments. He provides the highest level of professionalism and service and communicates with me or people in our company on a frequent basis, which is very much appreciated. Jamie is very responsive. When you are dealing with investments it is a comforting feeling to get an immediate recommendation or answer. He also takes a personal interest in my business and life, so he is not the typical salesperson just wanting to make the sale. He knows enough about my situation to provide informed decisions and beneficial advice."
Peter Holman, Holman Exhibits Ltd. (Client for 5 years)
"For the last 5 years, I have placed my trust in your knowledge and I am very pleased with the results. Your competence is surpassed only by your honesty, integrity and personal service and commitment to your clients. I truly value your dedication as my financial advisor"
Christiane Delage, Owner – Intact Global Linguistic Services (Client for 5 years)
“Jamie has provided timely and informative financial planning advice which has been specifically tailored to my situation and needs. He has also provided advice and recommendations on topics I hadn't considered previously which have proven to be valuable. I have no hesitation in recommending Jamie's financial planning expertise."
Jamie, Senior Manager - Transaction Support, Ernst & Young LLP (Client for 4 years)
"I strongly value your ability to bring a rare combination of client-centred education, balanced, fact-based guidance and personal empathy to our relationship. Over the years, I have relied on your assistance to keep me focused on my short-term and long-term goals, most especially during times of uncertainty and upheaval. Your strategy is clear and you remain consistent in your message and recommendations to this client. You have always respected my tolerance for risk and change but have also provided me with valuable education and information – enabling me to comfortably make important changes to address new opportunities. With your help, I have successfully established a solid foundation for a positive financial future."
Kim, HR Executive (Client for 7 years)
"What I value about our relationship is how you work to really understand my financial needs and goals as well as how those translate into the development of my overall portfolio. You bring a lot of knowledge and expertise to the table and I appreciate that you are proactively looking after my needs. You don’t just recommend products, you recommend options and strategies to help ensure that my portfolio is well balanced. In addition, you take a long-term view versus having a short-term mindset with respect to your recommendations. You also listen to what I am trying to accomplish and provide solutions to help me achieve those goals – for example, finding ways to fit my charitable goals into my overall financial plan. You really take an interest in your clients and their success"
L.M., HR Executive (Client for 7 years)
"In all of our dealings you have exemplified a very high level of professionalism that goes beyond the business relationship. Although you are doing most of the work, always make sure we understand and keep us involved in the decisions and future of our financial well being. We have no qualms about endorsing and recommending you to our family, friends and associates"
John, Retired Executive (Client for 7 years)
"I feel very comfortable with you handling our financial needs. You’re always on top of what is going on in markets and keep us informed of any changes required that would be to our advantage. You keep in touch regularly to inquire if we have any needs that need to be addressed and you always explain situations in a manner that makes us understand the whole picture, and come prepared for any questions we might have."
Rose, Retired (Client for 7 years)
“You have earned our trust with your integrity and devotion to the best interests of your clients. You have always taken our concerns at heart; patiently reassuring and guiding. You do your work diligently and always come prepared to your meetings with us. Once again, we would like to thank you for your passion to excel in planning our finances and hope that all of your clients share our trust and confidence in your services."
Samia & Nazmy – Family Physician & Sales Executive (Clients for 7 years)
"We have complete confidence in you as the manager of our investments. We came to you 7 years ago knowing almost nothing about investment opportunities and you patiently explained to us such things as the balance between long-term growth and degree of risk when seeking to maximize the return on an investment. You also tailored for us an investment portfolio that took into account our difference in age and long-term goals. We are very happy that we have you looking out for our financial well being!"
Allan & Andrea (Clients for 7 years)
“We have been clients for more than 7 years now. We have always found your operations to be focused on the needs of the client and have appreciated your keeping a very close eye on those investments that you recommend. We appreciate your youthful exuberance and your ability to explain your advice and recommendations so they are easily understood has been of great value to us. With the ups and downs of markets lately, we feel we have weathered the storm very well and are comfortable and confident that we will have the income we want to truly enjoy our retirement and that our eventual estate will be settled adequately (hopefully some decades in the future!).”
D&D – Retired Multiple Franchise Owners (Clients for 7 years)
