We first met Kevin when he spoke to a group of Saskatoon Construction Association members. At the time, we had our money invested in a bank and were looking for a more personal representative that wouldn’t change every couple of years. We found that person in Kevin. We liked his philosophy and what he had to say to the group. He was just starting his business and we appreciated the attention he gave us as we had just come into a substantial (to us) amount of money and needed good advice.
We haven’t looked back. Kevin engaged a financial planner, (we didn’t have a long-term plan), we have had our insurance needs reviewed numerous times by his amazing staff, and have attended special guest speaker events brought in to educate his clients. As his business has grown, we still feel that he and his growing staff, are giving us just as much attention as in the beginning. He cares very much how his clients feel, and makes sure they understand what is happening in the market. When the market drops, and we may feel we’ve lost some of our investment, we meet with Kevin and leave feeling much better and more confident. We are now retired and are so relieved that over that last 21 years, Kevin has carefully invested our money, and found safe, reliable steady investment vehicles for us.
We have no intention of ever changing to a different investment advisor. We feel that Kevin is one of the best advisors in the business.