A Few Words
Kirk's counsel has gone well beyond wealth management and includes tax and estate planning, life and health insurance, and many personal aspects of the change to a retirement lifestyle.
- Paul A.
As the experience with Paul unfolded over the years it became apparent that a broader seies of benefits were emerging, such as advice on will structure and estate issues.
- Richard H.
My parents have received wonderful service from both Paul Bourbonniere, and in recent years from Ruth Ashton. She has dealt with them with patience and understanding and instilled in them a real confidence that their interests were being looked after. When I needed financial advice after a divorce, I only considered working with Ruth
- Janet H.
Lydia is everything a financial advisor should be – she is knowledgeable about the products she has at her disposal, she listens well, her advice is tailored to specific circumstances, she pays meticulous attention to the documentation of decisions taken and ensuing action and she is scrupulously punctual. Above all though, we trust her
- Mike and Fiona C.
I'd highly recommend Derek for strategic, engaging and sincere financial planning advice!
- Tara S.