What Our Clients Are Saying

Greg Dowdall has been my investment manager for close to eight years. We met when my investment manager at the time retired and Greg came highly recommended to me.

Greg has always been willing to discuss any concerns I had with my own investments and went the extra distance to answer any questions I may have had during our regular meetings. I have been impressed with his knowledge and transparency in dealing with my investments and planning for my future retirement in the next few years.

Even when he had been on his own vacation and I had emailed his office with a question, he took the time out of his personal vacation and responded to my email. That type of dedication to his clients is very much appreciated by me; so much so when my father moved into a nursing home three years ago and sold his house, I knew Greg was the perfect person to help us with taking care of my father’s financial needs.

I would not hesitate to recommend Greg to anyone who is looking for a knowledgeable and reliable investment manager and look forward to our future discussions in the years to come.

Susan Mackenzie

We met Greg about 18 years ago and were new to Canada. Our bank at the time was selling us RRSP products that weren’t suited to us or our income and Greg corrected that and set us up to start saving the right amount. We can ask him questions and he explains things in ways we can understand, and we are now on track for our eventual retirement.

Mary & Gerry S.

Greg is consistently helpful, friendly, knowledgeable, and willing to listen and help with any financial  issue. I don’t know where I would be financially without his help and advice.

Jeff Collett

Greg has been incredibly helpful to myself and my family for a number of years. We always feel like we are his top priority, and he makes time for us whenever we need it. His advice and guidance has been invaluable in navigating some difficult financial situations. He can be trusted to share his knowledge and advice, but listens to our feedback and point of view, ultimately ending up with a positive outcome for our family. We are very grateful to Greg for all of his guidance over the years, and wouldn’t hesitate to recommend him to anyone!

Rosie

Greg, you have always been available to listen to me and to give me the advice I needed.  You were there for Joe too.

Fran V.

Greg Dowdall has been our Financial Advisor since 2006. Greg is always available to answer our questions in a language that we can understand. He takes the time to explain available options to us so that we are comfortable with our financial decisions. Knowledgeable and trustworthy, we would highly recommend Greg Dowdell and his team to advise you on your financial planning.

Cliff and Peggy

My wife and I were very unhappy with the way our local bank was dealing with our investments. I was fortunate to attend a function in which Greg Dowdall was one of the speakers. We proceeded to move our investments to his company and I am pleased to say it was the best investment we ever made. A number of friends followed our suggestion and am pleased that they are also extremely happy with the outcome.

Mike