Ray and Ursula Hertz
My brother in law recommended we meet with Debbie as he was very impressed with how she had helped his family. I told him that we were already dealing with a CFP and were being taken care of. He was persistent and told me what all she had done for them so I thought we should meet with her. One of the first things I liked was the way she explained things, she made it easy for me to understand. After dealing with Debbie for about a year now we are very impressed with how she keeps up to date with changes and lets us know of any changes that will affect us or would be beneficial for us. She returns our calls promptly and always comes to a meeting prepared with what we discussed previously and anything new that needs to be addressed. Not only has she helped with our investments but has also reviewed our insurance coverage as well. We had no idea how our insurance worked into our retirement plan but now thanks to Debbie we do.
My husband and I met with Debbie about three years ago to review insurance policies which we had with London Life for many years. At the time my husband Mel was off on disability and had not yet been diagnosed with ALS, and we were working with another advisor and thought we were being taken care of. Debbie offered to complete a review of our existing plan and we were impressed with the plan she presented and that she took the time to explain everything in a manner that was easy for us to understand. With Mel’s disability we had no idea how much paperwork would be involved and she helped us complete the many forms. When Mel retired she helped us complete the forms to apply for OAS and CPP and talked with us about tax savings strategies. When my husband passed away Debbie dealt with the insurance and our investments which allowed me to deal with my loss and I didn’t have to worry about my finances. Debbie is very knowledgeable and has helped me through a tough period in my life. I am very happy to be dealing with Debbie and would highly recommend her to others.
Barb and Dan Rob
My husband and I have been working with Debbie as our financial advisor for the past six years. We couldn't be more pleased with the top notch service we receive from Debbie. She is extremely knowledgeable in her field and answers any questions or concerns we may have regarding our finances or our retirement plan promptly and in a manner that we can easily understand. She follows up regularly to ensure we are on track to making our dream of an early retirement a reality! It is especially nice knowing that as we approach retirement we will have someone to guide us in making informed decisions with regards to pension options.
We have recommended Debbie to our son's and their family and are thankful that they are able to get a much earlier start with an excellent financial advisor and get the much needed advice to secure their financial future as well as having their life insurance needs fulfilled. Regular follow up is the key to a successful financial plan and with Debbie that is taken care of on an ongoing basis. Thank you Debbie for the wonderful service you have provided to our family, it is truly appreciated.