What Clients Say

I can honestly say that Nadine kept a careful eye on my portfolio and never hesitated to call me when she though a tweaking should take place. I am truly grateful for the direction and support I have been given. Today I have a carefree and comfortable retirement. When I was faced with selling a condo and purchasing another, Nadine was only a telephone call away with sound advice. She was always able to answer my questions and made the transaction manageable, when I thought the situation would be insurmountable.

FS Client since Jan 1995

Nadine had very specific questions about my timelines, my risk tolerances, the type of lifestyle I was living, as well as the retirement lifestyle I wanted. I could tell she was just not another advisor telling me what she thought I wanted to hear, she was genuinely interested in getting me on the right path.

SC Client since June 2009

We have worked with Nadine for a number of years. The reason is simple. She has taken the time to learn our needs, what we want to accomplish, and what we are comfortable with. She has worked with us to develop appropriate investment choices, expand our financial horizons with new products and services. She has always taken the time to explain the basis for her recommendations to ensure that we are comfortable with the choices. The result has been an evolving investment portfolio that we understand, with appropriate risk, that has adapted and grown to meet our ongoing investment goals.

BK & MK Clients since Aug 1992

She freely gives advice to help you maximize investments, while ensuring company plans are taken into consideration. Because of Nadine’s exceptional ability to provide expertise without pressuring, we are now ready to retire knowing her sound advice will continue to allow us to live the lifestyle we planned, for many years to come.

RC & NC Clients since Aug 1992

During our time with Nadine, she has always provided excellent investment advice and counsel aligned with our retirement objectives. Nadine is always professional and is an advisor who is always willing to meet with you and provide straight forward, easy to understand answers.

KF & JF Clients since Oct 2008

When the market crashed, we met with Nadine and were ready to jump ship and run, she reassured us that we needed to ride out the storm – we thank her for the great advice.

TC & BC Clients since Aug 2006