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.
I have personally known Mary Hope since 2001 when my wife and I were trying to find a way to buy our first house. However, the main reason that I chose Mary as my Financial Consultant was because of my wife’s aunt and uncle who have been Mary’s clients for many years and highly recommended her.
I am very cautious with entrusting someone with my financial resources. However, from the first time I met Mary, she inspired confidence. She is very friendly and so very professional and highly knowledgeable that she’s able to answer any possible question you could have related to your finances.
For the past 19 years, my faith in Mary has never been seriously challenged. She has steered me and my finances through good times and bad, especially with the crazy upturns and downturns in the economy.
The biggest challenge I faced, with regards to my faith in Mary, was after the huge market decrease as a result of the COVID-19 pandemic. I contacted Mary and she told me that, while there were no guarantees, if we didn’t panic, the economy would turn around and we would find that our investments would recover. Because of the type of investments I had through Mary‘s advice, at this point in time, midway through the pandemic, even though my investments haven’t completely recovered, my portfolio is looking quite healthy.
I have such faith in Mary that I moved my mortgage to the IG team, in spite of taking a bit of a financial loss for prematurely terminating my mortgage with a different financial institution. I have never regretted my decision.
It is my personal opinion that anyone who chooses Mary Hope for their Financial Consultant is making a wise choice. She has consistently steered my financial ship in the right direction over the years and I plan on following her financial guidance, without doubt, for the foreseeable future.
I’ve had the very good fortune of having Sil Santos as my Financial Consultant for both my personal and business planning for the past four years. His professionalism and knowledge of his industry, as well as his ability to explain investment and tax complexities, provides me with a genuine level of comfort and trust in him. Sil’s affable personality and great sense of humour make dealings with him a pleasure. If you ever need solid and trustworthy financial planning advice, you’d be well served by Sil.
Mary came to us with a high recommendation and she really didn’t disappoint! From the outset of making the appointment, to Mary’s honest and very knowledgeable approach in our first meeting, we felt we could trust her with our financial queries. She has the full suite of skills we were after and needing. The next step of engaging her as our trusted advisor was a given. We were impressed by Mary and her team’s forethought, planning and implementation throughout the whole process and we have no hesitation whatsoever in recommending Mary and her team skills to prospective clients.