Financial Consultant Testimonials
I asked Mark to assist me in bringing my UK Police pension to Canada. Mark is thoroughly professional, he provides expert advice on all financial matters and diligently worked at providing me the best Canadian product for my pension money. I highly recommend Mark’s work.
Mr. Jeremy N.
St. Albert, AB
Mark gave me professional, experienced, impartial advice and guided me carefully through the process of safely moving my pension funds from the UK to Canada. Mark has a valuable in-depth understanding of the complexity of international pension transfers and was an enormous help. I have no hesitation in recommending him highly.
Mr. Martin H.
After moving from the UK, I needed to consolidate my 4 UK pensions and my wife’s pensions so that I had simple access to them all in one place. I contacted Mark as I had seen some posts from him on a blog (British Expats) and he always seemed to give good advice.
Mark had a meeting with myself and my wife here in Vancouver and explained what could be achieved and started off the process of contacting my numerous pension companies.
We now have all our pensions under one roof here in Canada. The investment package over the last year or so has exceeded Marks estimates in terms of value despite the tough financial year.
His advice was excellent and Mark handled everything exceptionally well so that I had no chasing up to do at all and he made the process simple for us. We would definitely recommend Mark and would certainly use Mark again in the future.
Mr. Alan A.
Thank you for the gift basket, it is much appreciated and not really necessary, but we will enjoy it!! We both thought you were very efficient and knowledgeable.
Mrs. Karen R.
Since we immigrated to Canada from the UK, Mark has been of great assistance. He has the unique experience of having been an IFA in both the UK and Canada and so has been able to advise us as to which products to use for our pension, education savings and life insurance. His experience has been especially useful when transferring pension funds from the UK to Canada. I have no hesitation in recommending his services to anyone with similar requirements to our own.
Mr. Colin B.
Thanks Mark. We have been very happy with your service and professionalism.
Sherwood Park, AB
Mark. Diane tells me we received flowers from you. Thank you mate. A touch of class from a true professional. I will be recommending you to all the expats I meet.
Mr. Simon G.