"Janice has always listened to our concerns and taken into account our feedback and thoughts, ensuring
what she does remains within our defined comfort levels. A prime example of this would be her understanding that as clients, we do not like
investing in companies with heavy debt loads and as a result, she will point out this key metric when making suggestions. She has also been
good at regularly updating us on our annual returns and whether or not we remain on track for our retirement goals. A tailored plan, regular
updates and better transparency on costs makes it easier for us to recognize that we receive value for our money. It is also reassuring
that we remain on track to meet our retirement goals."
AC - Mississauga
"Janice takes the time to explain our portfolio in terms that is understandable. Her patience, knowledge
and communication skills are very valued."
GT - Toronto
"I have known Janice for over 9 years. She is as honest as they come. I trust her with all of my financial assets and
have total confidence in her abilities. We served on a board of directors together for a number of years. This was where I first witnessed Janice's sense
of integrity. Her approach to investing is for the long term, we don't trade securities often, and we have done very well. I pay competitive fees to Janice
and receive superior service and returns. And aside from this, she is so easy and pleasant to work with. Anyone looking for an advisor who will work in their
best interest and is also looking to grow their investments should meet with Janice."
N. B. - Toronto
"Janice is extremely professional and knows when to leave us enough room to make decisions without leaving things incomplete. We
have faith that our financial plans will turn out for the better because of her."
C.P. - Toronto
"Janice has been a trusted investment advisor for several years now, during which time my humble portfolio has
enjoyed above market growth. She is also, importantly, sensitive to her client's investment knowledge and comfort, always taking time to
explain as much as is wanted or needed and is exceedingly personable, treating her client's as friends. I would recommend Janice without hesitation
to anyone seeking informed guidance and a personal touch."
K.S. - Ottawa
"We decided to work with Janice because she offered a holistic approach, helping us craft a financial plan to
achieve our goals over the long term including retirement savings, education planning for our kids and assessing our insurance needs. In addition to
her professionalism and excellent service, we are also achieving superior financial results than with our previous broker."
S.J. - Toronto
"We have been working with Janice for many years, and our portfolio would not look the way it does without Janice's care and
guidance. It's very comforting to have Janice as our financial advisor. Not only is she knowledgeable, but she also takes the time to explain all of
the options available and to put it in terms that we can understand."
C.W. - Mississauga