“On behalf of Carleen and myself, please accept our sincere thanks to you and your associates for the ongoing good management of our financial affairs. Together, in early 2005, we prepared a long term retirement strategy with a focus on providing a comfortable revenue stream, while preserving wealth and minimizing taxes. Since that time we have completed regular reviews and updating. The plan is working!
Posts Tagged ‘Testimonials’
“There are no pretentious baffle-gab conversations with Dave. He speaks a language we honestly understand. We have recommended Dave to our family and closest friends.”
“Dave has always been honest, trustworthy and respectful of our financial needs. His regular communication with us keeps us informed with clear and concise feedback on all market conditions which allows us to make intelligent changes to our investments when required. We feel safe with him assisting us with all of our financial decisions going forward.”
“Dave, you and your team have been great at helping us plan for our kids university, for our retirement and most recently in providing financial advice for the start of our new business. Thanks for being their when we need you and most importantly for the peace of mind.”
“Every aspect of dealing with DundeeWealth in Squamish has been positive, from watching our finances grow to receiving excellent advice on how to handle our finances. There is always time to have questions answered no matter how small. We feel that we are in very good hands working with Dave.”