We appreciate your wealth of knowledge, code of ethics, honesty & integrity and our experiencebin dealing with you has always been positive. We also appreciate the team you work with.
I. & V. LaRose
I agree with your strategy of placing importance on return after taxes instead of just investment return. Every dollar saved in taxes is a dollar made.
O. & C. Rogers
Kevin – It is my privilege to be one of your clients. Thank you.
Kevin is always very professional, yet at the same time he is a warm, friendly and trustworthy person. We look forward to our meetings.
M. & G. Gareau
I feel very comfortable with Kevin’s advice on financial matters.
E. & V. McCrea
I recommend your firm on a regular basis in conversation with my friends.
D. & D. Hicks
I find Kevin to be a straight-shooter with in-depth knowledge of the planning function.
Since becoming your client, we have seen an increase in our investments. The advice given has been excellent. You let us know when to make changes in our investments, which was never done by other companies.
H. & M. Kelly
We feel like our financial welfare is positively being taken care of by Kevin and associates.
P. & G. Martens
We are very pleased with the personalized service also your knowledge and explanation of the industry and helpful suggestions.
N. & D. Ediger
Provides personalized money management strategies. Provides sound knowledgeable financial advice and planning. We appreciate being able to log in to the website to access account information. Also find Kevin’s website informative.
L. & L. Schock
Friendly, knowledgeable and multi-disciplinary staff.
L. & M. Ingledew
You do an excellent job at explaining things to me and showing various investments by checking them on your laptop while I’m present. Your friendly attitude makes my day. I know things don’t always go up but I like your attitude.
We are very satisfied with Dundee Securities. Our transfer of accounts went very smoothly. We wish we would have transferred years ago.
R. & S. Purcell