Financial Advisors

Just like everyone else, I have specific short- and long-term goals. Madison listened to my goals, and made honest recommendations to suit my needs. When we meet, I always learn something, and am shown the progress I’ve made. Everything is really clear, put simply. This means I feel I can make educated financial decisions, with her help. After meeting with Madison, I trust the decisions we’ve made are best for me long-term. I also feel confident that if I need to make adjustments or changes, I can, and she is just an email or a phone call away. I am very happy I’ve chosen to work with them!

Daniel is my husband. Among the many reasons why I respect him is his honesty. He is trustworthy. And he works hard to take care of his family. I admire his sense of duty when it comes to ensuring our wellness. Daniel is also my Financial Adviser. He has a vast knowledge when it comes to finances. I have seen him take course after course and achieve accreditation and distinction over many years. I trust his advice because I know he puts my best interest first, even when I have had doubts about the market, e.g., in 2008 when he pushed me out of Money Markets Funds and into Equity Funds.