Testimonials

 

"Joel has been my  Financial Advisor for over 10 years. Over that time, he has not only managed my investments extremely well, but he has helped me navigate every major financial decision that I have made.  His support is beyond expectations and I am truly grateful for all the quality advice that Joel has given me."

— G R, Toronto

 

"His conservative investment philosophy – equity-oriented with emphasis on dividends and dividend growth was consistent with our own. He was experienced, trustworthy and ethical. Lloyd’s focus on long term growth results in careful selection of successful, stable, high quality equities with proven performance. The recent series of consolidations eventually led Lloyd to Richardson GMP, an independent wealth management firm that seems to echo Lloyd’s high ethics and investing philosophy."...

— B F, Toronto

 

"When I was ready to make the largest investment of my life, I met with several investment advisors. Joel Kruzich won my business because of his track record but, more importantly, because of his attitude. He met with me at length and took the time to flesh out my story beyond the standard investor profile. He's been open to discussing any of my concerns and is always available to answer my questions, big or small. Joel has been hands on with my investments so there's nothing lost in translation and I trust that my goals are being met."

— D G, Toronto

 

"I come from a family of investment advisors so my expectations of Lloyd were extremely high. He has never failed to provide excellent service. During my initial association with him he explained his plan related to specific aspects of my portfolio. He explained things in a logical manner and clear language... Lloyd is unique in his concern for the people he interacts with. I honestly think of him as a friend as well as my financial advisor."

— C M, Markham