Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. When dealing with Luke, he showed he had this and more. I would highly recommend him to anyone wanting to achieve better financial outcomes both now and in the future.
Stephanie understood my needs, and helped me construct a portfolio and payment plan that worked for me and my risk profile. I found Stephanie accommodating, organized and knowledgeable on the products offered, markets and the challenges we face given our Covid situation and the limitations we are faced with. Stephanie was professional, kept me organized and assisted me in navigating the investment platform and in resolving issues. Her management relationship skills are top notch – she was always willing to jump on a call and discuss issues - and I have full confidence in her managing our relationship.