April 20, 2016
I would like to tell you why my husband and I feel that Greg Milley should be given the VISION SYSTEMS AWARD FOR ENGAGEMENT, LOYALTY,AND CLIENT CARE.
A friend referred me when I literally did not know where to turn. In short, I was "packaged out" of my job - 26 years of service and a wonderful package, but unfortunately I did not have the knowledge or a clue on what to do with my money!
I left a telephone message with Mr. Milley and within the hour he had returned my call (it was also a Saturday), and took the time to go over step-by-step on everything with me and certainly laid my mind to rest. I had an appointment with him that week and within the month everythin was signed and sealed andmy money started to make more money.
To this day, Mr. Milley has contacted both my husband and I to go over our future goals and objectives and has answered many questions we have had along the way. What I also realized is that Mr. Milley answers my questions so that I am able to understand them and gives me examples rather than using “financial words” that I do not understand. We receive very informative newsletters and emails detailing everything from retirement tips, diversifying portfolios, notes on stocks and mutual funds, etc.
To conclude, I feel Mr. Milley goes above and beyond and is 110% committed to his clients and that certainly says something in this day and age. I highly recommend him for this prestigious award.
I would be happy to go in greater detail if necessary. Please feel free to contact me should you have any questions.
K. Pokocky - Oakville
In all the years you've handled my portfolio, I have noticed a few attributes that I really appreciate: First, you are obviously devoted to and knowledgeable about your clients, their aspirations and their comfort levels. You explain things in plain English and are always ready to answer any questions. You are accessible and are prepared to "handhold" when the going gets rough!
Second, it's clear you believe in educating and empowering your clientele to actively participate in their wealth management, to the extent they are able, through your periodic evening presentation sessions with various guest speakers, eg. the seminar on changes to Ontario probate laws last May.
Finally, your care and professionalism is reflected in your excellent staff, who are unfailingly a pleasure to work with, always responsive, efficient, and knowledgeable.
I have always had confidence in your advice, and look forward our continued work together.
I. Qreshi - Oakville
My Wife, Kathy, and I first came to know Greg Milley when we, and Kathy’s sister, inherited part of an account being guided by Greg. That was in 2001. The relationship has continued to this day and we are extremely pleased with Greg’s knowledge, professionalism and caring about us as clients. More like friends, than clients actually. We have done well with his advice and he has pointed us in a number of directions that have also saved us taxes and shown us better ways to configure our investments. I believe that other family members are Greg's clients as well.
We introduced one of my parents to Greg and an account was maintained until the time of passing. My parent expressed pleasure that results of the investments were much better than were experienced through the banks. I and my two siblings inherited the proceeds of the account and I believe the other two are still involved with Greg.
Much of what we do in retirement is enhanced by Greg, and his team, and I can’t say enough how pleased we are with the service. Our retirement has definitely been much better by Greg’s handling of the accounts. I believe that some other family members are Greg's clients as well.
Kathy joins me in saying he is well deserving of the award I understand he has been put forward for.
K. Douglas - Oakville
Enlisting Greg; to manage my modest investments has been a very positive relationship. He is a very 'down to earth' genuinely, nice guy. He, personally, answers my calls, promptly and explains my situation in a way that I can understand. I am treated with as much attention and importance as other clients with a lot more money in his firm. He can't change the Markets but he can change the way I look at my retirement future. That gives me the confidence to continue on with him and his team.
Congratulations Greg, you deserve it.
G. Davidson - Blue Mountain
I hope you had fun in New Orleans. Thank you for bringing back such incredible weather!!
My thoughts on what makes your team and process special:
- Financial planning is incorporated as part of the process. In my opinion this is fundamental however many advisors do not provide this service offering;
- You have a process which is consistently practiced;
- You have hired extremely competent and professional individuals who make the team work;
- Your practice is high touch and client centred.
Hope this helps.
Dorothy Barker B. Comm., MBA, CFP®
Dorothy Barker - Previous Branch Manager
“I have been working with Greg and his team for years (circa 18 years) they are great at really listening, understanding my priorities and investment style. During the good and bad economic times Greg works hard on regularly communicating what is happening with my portfolio, and providing a perspective on the overall market. He is always available for random ad hoc phone calls / emails from me and provides his perspective on the subject. He is always looking for appropriate investment vehicles - not just a one size fits all list which I believe is a real distinction over other wealth professionals."
I. Rogers, CA - Toronto
Gregg Milley has been my financial advisor for more than ten years. He is trusted to manage my retirement investments and my savings, helping me to ensure an income for the present and well,
for the rest of my life.
I found him and his team members most professional, easy to deal with and very responsive to my needs. Gregg ,goes beyond the call of duty to assist me ,not only in making financial sound decisions but also in other related aspects ,tax planning , family wealth planning etc. He is there to help me understand and manage the stress associated with market fluctuation.
I am most satisfied with his service and his team performance and intend to continue with his firm even though I am moving to another city .
S. Omar - Oakville/Kingston