WHAT PEOPLE SAY
The best compliment you can give me, is the referral of your family and friends.
Thank you for your trust!
A.D.
"Wendy takes time with her clients to get to know them better so she can better guide them to what is right for them and not what’s best for the advisor. Wendy, is a warm- hearted individual who’s not afraid to show up with empathy and compassion."
S.B.
“Wendy is passionate about helping others succeed with an empathetic and refreshingly honest approach.”
S.S.
“The pandemic caused me to question everything and I know that I would have made some really bad financial choices without Wendy’s support and guidance. She took the time to really listen and show me that she cared about me. At a time when others would do nothing to help me, she found solutions.”
KAREN FISHER, CPA
"Having the privilege to get to know Wendy and accessed an insurance product through her, I am so appreciative of how much she understands the needs of others. Wendy takes time to listen and ensure that what she offers is in the best interest of her client. Wendy is knowledgeable, trustworthy, and always leaves others with peace of mind."
C.P.
“Wendy is not only an amazing business person but also an amazing contributor to the Smiths Falls community. She works tirelessly to promote good financial health through financial literacy education and she draws on her wealth of knowledge to guide her clients through the world of finance. She also volunteers her time and efforts to several local organizations like the Smiths Falls Hospital Foundation, Perth Chamber of Commerce and 100 Women Who Care Lanark County. In this year of uncertainty, Wendy has worked to provide her clients comfort through the storm and is very deserving of the honor of Business Person of the Year.”
R.T.
“I made the decision to work with Wendy after watching her quietly help several groups in our community, over the years. She worked resolutely, always a smile on her face, and got the job done. She has been incredible as my Financial Advisor, always taking the time to carefully listen to me and make sure that I understand the advice that she gives. Highly recommend her!”