Testimonials

December 31st 2009

Kelly and I would just like to thank you and your team for all the hard work that you put into our challenging pension situation. We certainly did not foresee all the roadblocks and obstacles that we ran across during this negotiation process and are glad that we had the Pension Specialist guidance to get us over the hump. We also appreciate the fact that you are still pursuing the excess payout that we hope to receive in 2010. Without all the dedication you personally put in as well as your team I would have been a statistic and travelled the normal route getting whatever they felt I was entitled to.

Anyone wondering about your services I have certainly spoke highly of my experience and if future clients are unsure I would be more than happy to give them my point of view.

“The Pension Specialist Team has met and exceeded our expectations when dealing with our financial matters right from the fact that a live person answers the phone without any caller I.D. or call display to the fact that we always received follow up in a timely matter as to any concerns we had.”

Thanks again
Wayne Wilson

  

“I have achieved financial independence, and now have peace of mind, thanks in part to Ian’s financial expertise.”

George Dunn , Entrepreneur



“I am now living my dream! Thanks to Ian who designed a creative retirement solution specifically for me and my family.”

John Greenshields, Retired Executive




“When Ian asked us to complete The Prosperity Profile, our first reaction was how long will it take. This was one of the best 30 minutes we have ever spent. By doing this, it gave us new insight into our financial lifestyle, but what it really did is help us organize our thinking and our priorities. We feel so much more in control and with Ian’s help we are now on the right road to financial freedom.”


Anna Palmieri-Salerno & Roberto Salerno, Entrepreneurs



“We now have a very clear idea of our goals and how we are going to realize them. It has been a real pleasure to work with someone like Ian.”

John & Katherine Kent



Dear Ian,


Thank you for your advice, hospitality and kindness in helping me to direct my financial concerns in a positive direction. You have expanded my thinking and I appreciate your quality time.

Sincerely,
Connie



Dear Mr. Burns

“On behalf of the members of No. 32 Division I wish to extend our sincere appreciation for the informative presentations provided by you and Ms. Natalie Azulay. Read More...

John Wallace
Inspector
No. 32 Division
Toronto Police Service

Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.