Wealth management isn't black and white

My wife and I met Theo for the first time over ten years ago when we were looking for advice on our investments and financial planning. We were both immediately impressed by Theo’s ability to respectfully listen and understand our somewhat complex situation; we had moved only some years ago from Europe to Canada and still held assets overseas. Theo was clearly not the usual financial advisor who just wanted to make a profit for his institution, but a thoughtful professional whose foremost interest was to provide excellent service to his clients. It was only logical, that we decided to work with Theo without even checking out the alternatives, something we hardly ever do. And we have never been disappointed since. Theo is always there for us when we need his expert advice, but never tries to impose a decision on us. He works seamlessly together with our accountant and lawyer even after our move to another Province. We know Theo as an honest, discrete, and absolutely trustworthy professional. His credibility rests on deep knowledge and long lasting experience in the field. This is further augmented by his extraordinary ability to explain his thoughts in simple words that even a financial lay person is able to understand. In addition, Theo was kind enough, when asked, to take on our daughters’ finances when they became independent, despite the fact that there was not a lot to invest yet. It therefore goes without saying that we have happily stayed with Theo over the years. My wife and I feel truly blessed and privileged for being able to count on Theo and the outstanding services he provides.