Client Testimonials

"Just some feedback on our discussions following our illuminating and useful meeting with you on August 1st, 2012. First of all thanks to you and your staff for preparing an excellent and very detailed report on our financial and retirement options, the information has made decision-making not only easier but most importantly - better informed.

Because we are impressed with the services you and your team have provided we would definitely like to continue doing business with you. Therefore we will keep you briefed on any changes and look forward to meeting with you again to continue our discussions and further review our financial goals. This will include a more thorough review of our life insurance needs, investments and tax reduction strategies.” - Michelle Landry and Mike Griffiths

"Kelly and I would just like to thank you and your team for all the hard work that you put into our challenging pension situation. We certainly did not foresee all the roadblocks and obstacles that we ran across during this negotiation process and are glad that we had the Pension Specialist guidance to get us over the hump. We also appreciate the fact that you are still pursuing the excess payout that we hope to receive in 2010. Without all the dedication you personally put in as well as your team I would have been a statistic and travelled the normal route getting whatever they felt I was entitled to.

Anyone wondering about your services I have certainly spoke highly of my experience and if future clients are unsure I would be more than happy to give them my point of view.

The Pension Specialist Team has met and exceeded our expectations when dealing with our financial matters right from the fact that a live person answers the phone without any caller I.D. or call display to the fact that we always received follow up in a timely matter as to any concerns we had.” - Wayne Wilson

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.