Succession Support

While I was not a client of yours, your treated me as if I was an integral part of your portfolio of clients. You made the transfers to me of my wife's Retirement Income Fund and Life income Fund seamless while setting up my own portfolio with you. Furthermore, you facilitated and completely took care of the consolidation of her pension fund proceeds as well as my own RRSP. Maggie always thought highly of you and the services you provided, and I am now glad to officially be part of your portfolio of clients. As you know, I had to deal with other financial institutions in the process of liquidating her Estate and, I can assure you, I did not receive anything remotely close to the attentive and personal level of service I received from you.