“Rich has a broad and strategic approach, is open minded and is very likable. He takes time to explain concepts that are customized to our specific needs and interests. He is straight forward, willing to help and genuine.”
John H., Barrie
“Rich engages his clients in the process. He has an ability to understand what they want and genuinely cares about helping others. He is very knowledgeable about financial solutions."
Rob C., St. Catherines
“Anyone in business should be talking to Rich. He thinks outside the box and goes that extra mile with your best interests at heart. We learn a lot from Rich.”
Lynne L. Barrie
“Rich just doesn’t follow the herd. He thoroughly explains financial programs and how it works for me in my situation. He knows his stuff and provides great service levels. Every year we look at our goals and review to see what we have achieved and what is still outstanding; whatever may have changed, and we adjust accordingly.”
Rai I., Woodbridge