Testimonials

Here’s what our clients are saying…

Vanessa is sincerely interested in my issues and my concerns. I don’t feel she has cookie cutter solutions. Having an investment advisor who prizes honesty and integrity above all else their clients as opposed to self-interest and personal wealth is refreshing and important to me. This is the definition of Vanessa.

Larry Malloy

My Husband died in August 1999, he left me scared and without a clue about how to invest. Another Advisor invested my money making me 1.0% and charged me 1.5% of investing fees. He did not support me or talk to me but lost me money. Then I met Vanessa.
Vanessa has been wonderful investment advisor and explains the markets in a way I can understand. I am so very comfortable with her and over time Vanessa recovered the $200,000 I lost with the previous advisor. She is absolutely brilliant.

Merle Winch

We have been very satisfied with the service provided and would not hesitate in recommending Vanessa’s services.

Maureen & William Milne

Vanessa is a knowledgeable,  trustworthy investment advisor and financial planner. I highly recommend her services.

Jinha Chung

“We are what we repeatedly do. Excellence, then, is not an act, but a habit.”

Aristotle