Dear Phil, Thank you for your involvement in the sale of our home and the purchase of our condo. We greatly appreciate your professionalism, knowledge, understanding and support through the process. We are also exrtremely grateful for the time you took to explain everything in detail to ensure that we understood all aspects of the often times overwhelming and complex process (and the meaning of all those big numbers too). Thanks!
Vivian & Leo - Our Home
Thank you to Phil & Michelle, you are wonderful advisors and we appreciate every advice and direction given to us with regards to our RSP and our 3 boys RESP. Look foward to retiring with you.
Patrizio Lucci - your office
Dear Phil, this card is well over due in my mind!
For all the times you came to our home(s), discussed, explained, listened to our concerns and offered constructive advice; Thank you!
I would like to say that we really appreciate your financial counsel, however we appreciate you more as a person and friend.
Grace and Peace to you and your family!
Michelle Plummer - Our Home
Michelle has been a huge benefit and resource to my family, in assisting us in our financial journey. Her positive but realistic approach to budgeting, planning, investing and recognizing "life's curve balls" has seen us through many of milestones. She is knowledgeable, accessible and pragmatic, with a keen sense of direction and recognition of market trends and results. We are in good hands, with Michelle, and have benefited from her both her expertise and demeanor, which has given us the knowledge and support to long term financial stability and a future to look forward to.
Cathy Samuelson - Home
Anytime I have questions I call Michelle and she takes the time to explain things so I understand. It relieves my stress; it’s like financial therapy.
Maria Lucci - Office