“Having worked with Ben and his Firm over the last number of years, they have continually provided me with unbiased and sound financial advice. Now, in retirement I draw on his expertise to protect my investments and provide the lifestyle I want. During our regular reviews, I get piece of mind and comfort that I am with the right Firm and the right Advisor!”

Calgary, Alberta

“After being referred to Ben from a family member a few years ago, we have grown to trust his knowledge and expertise. We feel very comfortable working with him, which is important to us. He clearly presents us with options and is able to take complex issues and provide solutions in easily understandable terms. We are confident that our retirement is now on track and we have proper insurance to protect our family and our incomes. We have not hesitated to refer Ben to our family and friends.”

Calgary, Alberta

“I consider it a privilege to have Ben as my financial advisor.  He truly gets what is important to me, and he’s proactive with keeping me informed of things that could affect my portfolio.  I have complete confidence in his ability to steer me in the right direction, and am extremely comfortable in all the choices we’ve made.  I would not hesitate to refer Ben to any of my friends or colleagues.”

Calgary, Alberta

“Having been a client of John’s originally and then Ben over the combined 30 years, I have total trust with them handling my retirement funds. They listen and respond to my concerns with genuine attention and structure a plan that is made specifically for me and my goals. I have remained a client because of their honesty and straight forward approach. I feel safe with them!”

Calgary, Alberta