Client Testamonials

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We are proud of the testamonials that confirm our dedication to our clients, and our understanding of their needs. Building solid relationships with our clients, and taking the time to understand each person's goals, concerns, and risk tolerance, is the foundation of our financial planning process.

 

 

 

 

 

What I greatly appreciate is the overall work ethic, the professionalism and the responsiveness of the whole team

"From my first meeting with Lynn MacNeil, I was impressed with the care she took and the knowledge she possessed when explaining things.  She comes to meetings well prepared, helpful, ready to answer any and all questions fully, respectfully and patiently. Lynn always tries to understand my concerns and my needs and then make recommendations. Also, what I greatly appreciate is the overall work ethic, the professionalism and the responsiveness of the whole team, to any question or concern I have. All questions and concerns are dealt as soon as possible."  - Sonia, Retired Teacher of the Deaf

Lynn has made it easy for me to make decisions with her clear advice and explanations

"My husband and I have been with Lynn & Fadi for many years and have been extremely happy with her caring but professional way of handling our account.  As my husband is no longer able to deal with our investments Lynn has made it easy for me to make decisions with her clear advice and explanations.  I feel very secure that our investments are being well handled."  - Wilma C., Retired

Her recommendations have helped us to achieve our goals and enjoy a comfortable and active retirement

"Our professional relationship with Lynn MacNeil and her team goes back more than 20 years, during which she has shown herself to be interested in and knowledgeable about our particular (changing) situations, and how best to manage our portfolio, always with great humanism and intelligence. We are very pleased in having Lynn MacNeil as a professional consultant; her recommendations and decisions have helped us over these many years to achieve our goals and enjoy a comfortable and active retirement."  - RHV, Physician, Retired and CV, Professor Emerita

 We are now on track with our retirement plan, something we did not feel was achievable before we became clients

"We have been Lynn's clients now for around 6 years, and we are now on track with our financial retirement plan, something we did not feel was achievable before we became her clients. Amongst other aspects, we are particularly happy with her tax saving strategies."  - Judy, Engineering Project Manager and Simon, VP Engineering