Client Testimonials
By completing the pre appt details was able to save myself an unnecessary appt. Michael was able to give me a quick confirmation over the phone. Really appreciated and will see him for further advise as needed in a few months.
- Debra
Well prepared and well presented. Ready, willing and able to find and / or supply answers to all of my questions. Overall, a very professional running of the meeting.
- Warwick K
Very satisfied with thorough review of our porfolio and answering to any of our questions.
- Jacob and Saleen
Michael is friendly and treats me with respect and brings up items I don't think about.
- Michael B
Michael clearly went through our portfolio and provided appropriate, helpful advice
- Jacob and Saleen
Michael has a great understanding of our affairs, our wishes and understands our needs going forward
- John
Michael explained the ins and outs of my portfolio clearly, and concisely. He patiently answered my questions as well as questions I didn’t know to ask
- Marj