One of the best moments of my impending retirement was the day I met DaveSweeney. Seriously. Even better than the thought of upcoming freedom was finding someone I could trust to:
a) invest what I had managed to save over the years
b) figure out my Canadian & American taxes to maximize return on investment
c) take on the challenge of helping me understand, build, and manage the flow of my savings/investments/taxes to get me to my finish line.
“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!
“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.”