Helen has always provided clear and relevant financial planning and investment advice that addresses my needs. I also appreciate how she follows up regularly on my investments and insurance coverage and changes them according to market conditions and my life situation. Raymond
I'm very grateful to have Helen to look after my financial affairs. She is truly a passionate person in what she does and she is committed to taking care of her clients in whatever way that's best for them. I never feel pressured to purchase any products from her and she always provide me with information I need to help me make my decisions. She has integrity in her work and I sense she is looking after my best interest. Yendre
Getting life insurance for the first time at age 47, needless to say Helen had her work cut out for her in getting me a policy that fit my needs, and my budget. I know she did a lot of research to find the option that was just right for me - and I could tell from the discussions we had that she really did have my best interests at heart, every step of the way. I'm very happy with my policy, and my premiums! Bruce
Our experience working with Helen was fantastic. She was extremely helpful in laying out the various options that could work for our family and worked hard to find a solution that left us with no regrets or buyer’s remorse. Ken & Eva
Helen has made the whole process of applying for insurance so much easier and simpler for me to understand. Anjana
I've always known it was important to save, but nobody ever showed me how. When I met Helen, she listened to my concerns and addressed my needs. Helen took time to help me make sense of all my financial questions and gave me tools to start saving and protecting my family. Thank you for making a tremendous difference in this area of my life! Karen
We appreciate that Helen is at a similar stage in life to us with a growing family. She relates her experiences and own challenges with financial decision making which helps us consider the different aspects of a decision.
When the market is not "behaving", Helen is always reaching out to help appease any concerns we may have. Where possible, she is forewarning us of potential market trends or changes in offerings and confirming whether we want to make any changes to our current portfolio to help better navigate rougher times.
Helen has demonstrated drive and commitment to ensure we are getting the best solution for our family. Her status as an independent advisor ensures that we have access to the financial solution that is right for us, and Helen does her homework to evaluate all the options and works with us to ensure we understand all the aspects of the decision and solution. When we did not obtain a favourable life insurance rating, Helen pushed the insurance company to reevaluate the case and in the end the rating was improved. We appreciated that she went the extra mile to take care of us. Mona & Thierry