Our clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise.

Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.

 

 What we value the most in relationships, whether personal or business, is integrity and trust. Our relationship with Faye Afshar began in 1994 as a business relationship but over the years has developed into something much greater and deeper than that. Before serving as a member of parliament and Cabinet Minister with the Canadian Government and then as Diplomat, Brenda and I continued the family farming tradition as third generation farmers. Our son Chad is now managing the farm and our grandchildren are now the fifth generation to be involved with our family farm. Faye has proven over and over that it is not just investment advice she so wisely gives to us. She has embraced our whole family, including our son. Scott and his family, who have pursued careers outside of agriculture. She makes our needs a priority whether in the area of personal or business finances, insurance, succession planning or tax planning, Faye's insight and professional ism have proven invaluable for today and for future generations. Faye is the model of integrity and trust. We continue to be amazed with her insights. knowledge, instincts, great results and tireless work ethic. We have highly recommended her to numerous friends who will give the same glowing testimony about her as we do. Our journey with Faye began with her as our financial advisor. Through the years she is now cherished as a dear, personal and life-long friend. 

Brenda and the Honourable Rob Merrifield and Family


 

 This Is For Anyone Who Is Interested In Making Money!
When my financial advisor left the industry, Faye Afshar took over. I don’t know why I hesitated so long to meet Faye. One of the biggest mistakes of my life. I have never had such attention and good advice and made more money over the years than I ever dreamed possible, this is all because Faye is my financial advisor. Although I didn’t have very much money in those days, Faye treated me with incredible importance. I remember once I was worried about my financial investments and Faye gave me her cell number and told me to call her anytime. I said, “even at midnight”, and Faye said, “yes even at midnight”. I would never do that though. She is so knowledgeable and so caring, just a wonderful human being. I’m sure there are some people that are thinking about changing financial advisors – please try Faye, you’ll never regret your decision. She is just like chicken soup, so good for you. 

A most satisfied client, Betty Boychuk


 

 I have been working with Faye for over a decade. She helped me get my modest investments to grow into a comfortable retirement. Along the way Faye has been not only a stellar investment adviser/guru, but also a sincere and treasured friend who discusses life and how to live it better, not just my finances. As I moved across Canada while in the military she assisted and advised me through several home purchases, and always made careful changes to my investments needs of the moment, Faye was always just an email or phone call away. With her assistant Sharda, also a truly wonderful person who seems to instantly respond to any call or email, I can get advice or clarification on anything I have a concern with or want to understand better. I consider myself not only financially secure with Faye’s guidance, but I believe she has also greatly improved my quality of life and made me a bit better person along the way. I recommend Faye without reservation!  

Kevin Kinsella