We first met Steve in late 2013 having been recommended to us by our accountant. We trust our accountant so we agreed to meet with Steve. Because we were hesitant and had lots of questions, Steve met with us in our home about four times. He patiently, in “layman’s language”, and personably, introduced us to the various ways we could invest our money, helped us plan for our future and for our retirement needs. He helped us make the best decisions based on the level of risk we were willing to take, what made us most comfortable. We found him to be very knowledgeable and trustworthy. He also was very open in providing us with his own reasoning for his own personal investment strategies with Empire Life. We were most impressed with how he always went the extra mile in answering questions that we had, as well as his response time.
Louise & Mike Stallaert
Dover Centre, ON