Expert and Accessible
I am a semi-retired physician and have had other financial consultants. John Wiman and his meticulous team have managed my funds during the last few turbulent years, where the meaning of "risk tolerance” is constantly changing. I find it remarkable that I can speak with John whenever I want, and discuss issues in detail. His sensitivity to my income needs, and his regular written suggestions for portfolio improvement demonstrate his vigilance and expertise. Monthly statements and buy/sell records are impeccable.
- David, Toronto
No Lip Service Here
It's not a tangible thing but it's just a comfort that you have trustworthy, experienced and smart knowledgeable people looking after your needs. A sense of comfort that you aren’t missing the boat on market moves while maintaining a sane and reasonable approach to returns and risk.
- Donald, Toronto
Helpful & Efficient
I work as an accountant and have a mutual client with VIP Wealth Solutions and I just wanted to share my experience working with this team during tax season. It was a pleasure to work with this group - they were very helpful and we were able to complete the year-end smoothly and efficiently. We work with a lot of brokerage firms and VIP Wealth Solutions, together with Richardson GMP were top notch.
- Sandra, Toronto