“You have always given us the best advice for our needs. You keep us well informed of everything that is going on financially. We feel very safe and secure with our investments” ~~ L&M.K.

“I have been with Spectrum for 4 years. I am very happy with the service provided by the whole Spectrum Financial team. I work most closely with Karen and I am totally impressed with her professionalism, knowledge and friendliness. She is a very compassionate person and is not only interested in my financial goals but is very interested in my personal life as well. I feel very confident that she is advising me and making decisions that are in my best interest.” ~~ D.P.

“Although my financial situation is not complex, Karen has been great in helping me to set financial goals, provide options for consideration and seek to understand my level of risk comfort. I trust her advice and know that the team at Spectrum truly have my wellbeing at interest.” ~~ K.S.

“My husband and I feel confident that Karen does her best to take care of our investments. She is honest and open to any questions. We trust her undeniably. Karen obviously takes pride in her work, she is always highly organized with well-prepared information and documentation when she has a presentation with us.” ~~ R.S.

“Working with Karen, Jeff and their dedicated team has been a more comfortable experience than we expected. They are knowledgeable, trustworthy and professional in the work they do and the services and advice they give.” ~~ C.MB.

“Initially, Richard was looking after me and currently Karen. During all of this time (apprx 23 years), they have consistently steered me in the right direction and helped me make the right choices. As a result, I have been able to “semi retire” comfortably at the age of 65. Both Karen and Richard are wonderful people to work with and I wouldn’t hesitate to recommend them to anyone.” ~~ B.M.

“Your valuable assistance throughout the years has helped me have the retirement I dreamt of. Thank you!” ~~ J.M.

“In working with Karen, I have found her to go above and beyond my highest expectations. Her knowledge with regard to people with special needs, the tax benefits available to them and how to look after their future is 2nd to none. She is also really nice!” ~~ D.J.

“Very professional service. Always ready to help and assist in personal financial planning as well as insurance. I’m very pleased and feel extremely confident doing business with Spectrum Financial”. ~~ B.N.

“Spectrum has support our entire family’s financial planning for almost 30 years now. We are so satisfied that our 3 adult children and their families have all their personal financial planning and future investment plans with Spectrum as well. None better in my opinion.” ~~ A.R.

“We have always appreciated how professional, knowledgable and personal Richard, Karen and the staff are. Their service is expedient and their advice sound and is always communicated in a way that is understandable. As busy as they are, they always make time for you to ensure that your needs are met. We couldn’t be more pleased.” ~~ M.S.

“Honesty, integrity, courtesy, patience, caring, thoughtful, and a sense of humour where appropriate. But most of all, a sense of pride in a job well done.” ~~ S. M.