Below are some testimonials clients have provided:
Diane P. says, “Elie was recommended to me at a time when I needed a greater degree of financial guidance. He answers all my questions, and I have confidence that he has my best interests at heart. I think he’s doing a great job for me, and would certainly recommend him to others.”
Madonna Bradley, a recruitment consultant says, “I've had the pleasure of knowing Elie for 15 years. Elie is a consummate professional and is simply unparalleled at relationship building. When you embark on an endeavour with Elie, you can be assured that your needs will be put first. He excels at building and maintaining strong, productive relationships. He acts with a sense of importance and urgency, and always with a positive enthusiasm that shows his intelligence and sincere desire to help others. These attributes would only be rivalled by his warm personality and absolutely wonderful sense of humour!”
Dave Hachey, founder of Onega Solutions says, “After meeting Elie several years ago via an introduction from a mutual friend we made the decision to take on Elie as our family’s financial advisor. Besides just loving dealing with him (a good honest guy) in a nutshell in the investments he's recommended we've had absolutely excellent results. In fact our portfolio has increased in value by over 25% in just the few years we've been dealing with him. Just excellent :)
And Charlie Diniz, who works in customer service says, “Elie has been awesome at helping my husband and I plan our financial future as well as our life insurance policies.
We have no doubt he is trustworthy and very knowledgeable in his field.
Very personable and easy to talk to. I highly recommend Elie.”
Mutual Fund Disclaimer Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the simplified prospectus before investing. Mutual Funds are not guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. There can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Fund values change frequently and past performance may not be repeated. Investors should inform themselves regarding securities, taxation or applicable regulations/legislation, which may affect them personally. Investment products or strategies may not be suitable for all investors.
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