Zoey Le

"The whole team is very approachable. I never have a worry that I'm coming to you with a stupid question. Dave, Jasmeen and the team are incredible! Always available to answer even the simplest question. It's easy to work with them and takes the stress off our shoulders."

Samantha B - Marketing Manager

"Ryan Stanimir is a great advisor, very efficient and easy to talk to as he takes the time to make sure you fully understand the decisions you make."

Brad P - Foreman

"Dave's intuitive and innovative advice has allowed me to implement different and successful approaches to my personal and corporate finances. I appreciate the high level of service, level of commitment, and the regular reviews."

Nick Demare, CA, President - Chase Management Ltd.