Client Testimonials
Bonnie Cyre, our advisor at Raymond James, took over our financial portfolio many years ago. She is very competent, knowledgeable, and if she does not know the answer to a question, she will find out for us. We have been guided by very sound advice regarding our long-term finances. When our mother's health declined, Bonnie set up a revenue program that provided the best of care in a private setting. This relieved our family of so much worry and stress. Our children have benefited by following Bonnie's advice regarding the purchase of a home and later a property, both with success. Bonnie listened to our concerns. She is a trusted professional. We are proud to know her, and count her as a true friend.
R & S J – Maple Ridge, BC
Bonnie has been my financial advisor for a very long time. She has made it possible for me to retire at 59 and enjoy the benefits of the financial plan and investment strategy that she developed years ago. I appreciate her opinions, availability to answer questions, hard work to get the best mix of investments, frequent communications and updates, and professionalism towards building the retirement strategy that will work for my wife and I.
D & L M – Victoria, BC
Bonnie has been supporting my family’s financial planning for over 25 years. She has successfully built a financial portfolio for my mother who as a result is able to live in a private care facility where we know she is well looked after. Because of Bonnie’s investment advice, we no longer have to worry about sustaining mom’s care for the long term. Bonnie now also helps me and my husband with our planning. She spends time listening to our current needs and future goals and is committed to creating an investment plan that will help us reach these goals as fast as possible. Bonnie cares about our family and we know she has our best interests at heart. We are confident in her approach and abilities in securing a strong financial future for us. I would highly recommend Bonnie whether you are starting young or later in life.
D & P B – Central Cariboo Region, BC
We have been dealing with Bonnie for over 25 years. We have been impressed by her capacity to keep up with changes in the investment community and her personal initiative to improve her knowledge and certifications. Over the years Bonnie has provided advice as we worked our way through retirements, estate and tax issues, and generally trying to navigate through today’s climate of political and economic uncertainty. Bonnie manages our investments as well as the accounts of a number of our family members and we have always been provided with a quality of service that we consider meets or exceeds what would normally be expected. We are very pleased with the advice and services that Bonnie and the Raymond James team provide.
JP – Vancouver, BC
I began to appreciate Bonnie’s business acumen on our very first meeting. Her questions clarified what my goal and options were and she created a financial plan to realize that goal. I always felt she had my best interest at heart. Over the years I have been guided in areas I would have missed totally, for example, tax strategies and dividend stocks as a way to supplement my retirement. She closely monitors her clients’ portfolios, and has a very clear idea of what has been required to keep me on the right track, which I sincerely believe I would not be on had I not been lucky enough to meet her. Bonnie loves helping people, and thrives on offering concepts and weaving them into a coherent strategy that is pursued over time. I would not hesitate to recommend her and have done so many times such to the appreciation of those people who have benefitted from my recommendation.
PS – Vancouver, BC
We started working with Bonnie approximately five years ago. At that time, my mother (who has been a client of Bonnie’s for over twenty years) was in the process of moving from her home into a care facility. Bonnie was extremely thorough in providing us with a long-term plan to ensure that her existing assets could be managed so that she would be taken care of for the foreseeable future. Her expertise, guidance and efficiency provided us with much-needed peace of mind.In addition to her assistance with estate planning for my mother, she has been extremely knowledgeable in advising us regarding our own finances: debt reduction, investment assistance and future planning for retirement as well as our children’s education. Bonnie’s expertise in dealing with all three generations under a common financial umbrella was something that we hadn’t found anywhere else. We can now rest assured that if we follow the plan presented to us that our financial future, as well as our children’s, will be secure.Bonnie is extremely knowledgeable and professional and always makes herself available to answer any questions or concerns that we may have. Her team is very efficient and friendly. We would not hesitate to recommend her highly to anyone seeking financial planning advice.
A & E B – Coquitlam, BC
My husband and I had long dreamed of owning a property at our local ski hill to enjoy with family and friends. But with rising real estate costs, it had seemed out of reach. Our financial advisor, Bonnie Cyre, listened carefully to our goals, and then took the time to examine our financial portfolio. Then she met with us and outlined a plan that made it possible – and painless! We are so grateful for the expert, comprehensive, personalized financial care she has given us over the years, especially her advice on tax efficiency which has been invaluable. This winter, when we are enjoying the snowy slopes by our cozy new townhouse, we will be thinking “Thanks Bonnie!”.
J & E B – Interior Region, BC
