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Client Reviews .....

  • July 12, 2014
    "Always want to talk to you, Ted." Steve Garrison, Morning Show Host - London in the Morning
  • Feb. 08, 2014
    "You left me feeling very comfortable about the life decision I made when quitting my employment and very happy with the outcome of figures. You were great and I truly believe you cared about me and my decision." Darlene M.
  • Jan 18, 2014
    I first of all would like to thank you for your detailed record of our position in regards to our retirement plans and also for providing the Portfolio that we could enjoy the returns provided. I cannot imagine the results if we were still with XXXX XXXX. Jim and Laura
  • January 07, 2014
    "Dear Ted, Thank you for the summary of our meeting. We are pleased with your knowledge of retirement planning and would like to join your clientele." R & M
  • January 06, 2014
    Outstanding ROR for 2013 Ted. Thanks so much. Tim Gatten
  • November 04, 2013
    "We really appreciate all that you have done for us, Ted. We truly feel that we are in good hands now!" Shelley and Tony
  • October 19, 2013
    Ted Perhaps I should have included this comment earlier. It is good and a first for me to get this sort of feedback or reply so quickly. Before you'd get some random person in Toronto or head office. Thanks Mark Cator
  • October 4, 2013
    "WOW in the black again. We are not seeing RED. Thanks for keeping us in such great shape. Should have moved over to you 10 years ago." The Grants
  • August 1, 2013
    "Thanks Ted. You are a great guy, right on the ball and fast." Joan L.
  • July 10, 2013
    I am always impressed with your work ethic and dedication. John Natale, Assistant Vice President, Tax & Retirement Services
  • June 27, 2013
    "It was good seeing you again today, and as always, you shared very good news. I am always very thankful for you Ted, and I feel extremely fortunate to have you as my financial counsellor. Not only that , but you are a vast improvement over my previous TD advisors, which is really appreciated." Wayne P.
  • June 01, 2013
    On behalf of myself & the rest of the staff who attended the meeting at lunch, I would like to thank you for your time and expertise. We all found the information highly educational and look forward to learning more from you in our future meetings. Thanks again. Ken Brasier Volvo,Jaguar,Land Rover Service Consultant
  • May 23, 2013
    Re: TFSA/RRSP/Investments Thanks, Ted. We thought the session today was very informative. D & J.
  • April 10, 2013
    Thanks Ted! It was great meeting with you again this afternoon. I will be turning over my financial business over to you. Z.L.
  • Brent and Rose Harrison
    When we left your Office we felt that we knew more about our finances than we ever had. And the knowledge knowing that we can achieve the kind of retirement we have always dreamt about
  • March 5, 2013
    Hi Ted, I agree, there has been a good significant progress on our retirement portfolio. Liz and myself want to thank you for your continued attention to our retirement planning.
  • March 04, 2013
    Take care and thanks for all your awesome advice and help. Tom & Nancy Paquette
  • January 23, 2013
    It was good seeing you again today, and as always, you shared very good news. I am always very thankful for you Ted, and I feel extremely fortunate to have you as my financial counsellor. Not only that , but you are a vast improvement over my previous advisors! Wayne Palmer
  • January 01, 2013
    "Hi Ted: Thanks so much. Looks like I've already done better in 6 days than in the 6 months where my money was previously." Sincerely, Gord M.
  • December 30, 2012
    "We cannot say in words our gratitude for all you have done for us...abundant blessings to you and your family as we enter this new year!" Joe and Vicki
  • December 24, 2012
    I am so thankful that I moved my finances over to your management services, it has been such a positive experience -no hassles, no stress - lots of positive support. Carol Ford
  • November 11, 2012
    "You gave us an honest and well balanced proposal." R. Xuereb
  • November 10, 2012
    I am very happy with my experience so far. Answers to questions have been specific and timely. What has primarily been valuable to me is guidance on all my finances instead of just talking about the investments. L.W.
  • November 04, 2012
    "Ted has a wealth of knowledge" Bud said last night as we heard your radio show.
  • October 12, 2012
    "Ted, we received our September statements on our investments today, and were pleased to see that all our investments were up, and comforting to us in this time of uncertainty in the world financial markets. We appreciate the service that you have provided, and the sense of financial security it provides for us!" D and B
  • September 27, 2012
    "I felt very comfortable through the entire process. I certainly feel more secure about what I can look forward to in my "golden years." Thank you for this peace of mind" Carol G.
  • September 19, 2012
    Thank you for the time that you spent with me this morning. It was comforting to hear from someone in the know that I have no financial worries as long as I continue on the path I am on. ...... I have already told a friend that I found the time with you informative and helpful. Warm regards Trudy
  • August 01, 2012
    I no longer watch the Market and worry about returns, Ted has taken the weight off my shoulders. Vic Burgess
  • Aug. 02, 2012
    Thanks again... Vicki is a very happy lady following our meeting!
  • Aug. 01, 2012
    Thanks Ted! I’ve never had an agent review the pricing of my policy premiums in all the years I’ve had Life Insurance. Once again, your service goes beyond the mark of ‘well done’! Much appreciated
  • August 01, 2012
    Thanks Ted. As always you are on top of everything!
  • July 11, 2012
    "Thanks very much again for your solid leadership and advice. As always we are very appreciative to have you as our financial team leader, Ted" Tim and Tracy
  • May 28, 2012
    Hi Ted, I’ve given our discussion last Friday a lot of thought. I believe your process is exactly what people are looking for, particularly those folks who are tired and frustrated with market uncertainty and risk. ........ Don
  • May 17, 2012
    Thank you so much for your help. Ted! I would not know how to deal with all this! Gerda
  • May 16, 2012
    The service was very professional and our questions answered in a timely manner. We felt extremely comfortable the minute we walked through the door with a greeting/introduction from Fiona and you. Great respect was shown. Advice about our retirement needs was much appreciated! Tom & Nancy P.
  • May 4, 2012
    You have done an excellent job for us. We thank you... Helen & Ted
  • December 27, 2011
    We feel extrememly comfortable discussing our future financial needs in detail with you and know that you have our best interest at heart. Your guidance and direction will always be appreciated. John & Joan
  • December 22, 2011
    You have provided more understandable information in our two visits, than we received in five years from our previous advisor. Connie G.
  • December 20, 2011
    Every time I turn around your name comes up in a wonderful way. Glenda James, Broker of Record
  • December 19, 2011
    Thanks Ted... Obviously we have our money invested with the right guy, and we can take a vacation knowing that when we return everyting is being looked after. Cheers, Joan
  • December 14, 2011
    Ted it was a pleasure meeting you and working with you on my investment options and oppotunities.
  • October 23, 2011
    I have been listening to you on the radio for quite a while now and must say I can never remember a time where I though your advice was wrong. I rarely can say that about most information programs. Bruce R.
  • September 7, 2011
    I appreciate your perspective and look forward to working with you. Jeff M.
  • August 29, 2011
    I;m very happy with the service, think you go above and beyond any experience I've had previously with a financial advisor... Thanks, B.N.
  • August 26, 2011
    Indeed, I will have a great week with almost $3,000.00 gain thanks to Ted. Yes Ted, you were right AGAIN with the NT-Pension! G.P.
  • August 23, 2011
    Thanks for the info Ted, and yes an EXCELLENT decision. Regards, Roy & Pat Latham
  • July 20, 2011
    Ted, your service and professionalism are the finest in the industry. We're extremely pleased with all the work you have done on our behalf over the past 7 years. The results that have been obtained have certainly takin a big burden off our shoulders and let us enjoy our daily lives without worrying on a daily basis how our investments are doing. Recommendations of your service and results will always be on our minds. John & Joan
  • July 20, 2011
    Ted & Fiona, thank you for the update. This is wonderful news. Haven't received the cheque yet from London Life yet, but will be looking for it in our mailbox. Thanks again for your help in contacting London Life. Maurice and I are so happy with the excellent knowledge and service your are providing us. Ann
  • April 20, 2011
    Yes, the premiums were waived and retroactive! We received a cheque for last year's premiums. We are very pleased we contacted you. Only wish we had done it sooner.
  • April 18, 2011
    Ted, thank you very much for your help. David A. Bratton MBA FCMC CHRP President, Bratton Consulting
  • March 10, 2011
    Peace of mind, thanks to you! Gerda
  • February 16, 2011
    As always Ted, thank you very much for the great work you do. Tim
  • January 18, 2011
    Thanks, Ted, for taking care of things. Sylvia P.
  • December 14, 2010
    Ted it was a pleasure meeting and working with you on my investment options and opportunities. I look forward to reviewing our information. Regards, Sylvia
  • November 30, 2010
    Your "Puzzle to Blueprint" scorecard is really creative. These are the questions that need to be asked/answered. Dave Fleming CFP
  • November 24, 2010
    I stopped by to thank you for starting me on my way to retirement with an RRSP at work. Because of your advice, I have been retired for two years now, and really enjoying it. GAR IRWIN
  • November 22, 2010
    Thanks Ted, really appreciate your professional assistance and courtesy. Brian
  • September 15, 2010
    I want you to know that I appreciate you being my financial advisor. I also feel that I am in much better hands since I have my investments with you. You seem concerned about my money, where previous advisors seemed interested in receiving my money without any of the advantages that I receive from you. Thank you for being honest, and thank you for your unconditional interest in your clients. Regards, Wayne P.
  • June 23, 2010
    Dear Mr. Wernham, Mom speaks highly of you, I would like to thank you personally for all that you have done to help my mother, and aunt. There are not many around like you, both male or female does not matter where in this world. Thank you and hope to have the pleasure in the near future to meet you in person. With kind regards, currently in Singapore.
  • March 15, 2010
    Thanks again Ted. That was a very worthwhile session this afternoon. It gave us some peace of mind and options to consider. Rob & Anne
  • March 15, 2010
    We always recommend you when speaking with friends regarding money matters. As always, our very best wishes. Trevor & Joanne
  • March 5, 2010
    Always accommodating, helpful and well prepared. Quick to respond. Rob Di Blasio
  • February 7, 2010
    Dear Ted, thank you for metting with us and providing your advice and direction... Nancy & Alan Hines
  • February 7, 2010
    Well done, very professional... William A. Hughes, Manager
  • February 06, 2010
    SERVICE, CARE, AND APPROACHABLENESS IS EXCELLENT! I do not have any negatives to offer, nor constructive criticism. You are doing a supurb job on my behalf Ted... Dr. J. Keith Hunter
  • January 22, 2010
    Ted is a professional, and through his Boomer Wealth Coach process, provides excellent service and advice on all aspects of financial planning, including insurance, retirement planning (and) investing. David A. Bratton MBA FCMC CHRP President, Bratton Consulting
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