Client Testimonials
“Noreen has been my financial planner for almost 3 years, during which time she has provided outstanding service. She came to me in a time of personal and financial chaos. I had just lost my husband and money matters were the last thing I wanted to address. Noreen not only consolidated my investments but also gave me the reassurance I so desperately needed at the time. She is a warm, caring person, as well as a top-notch professional. Noreen has designed my portfolio wisely, giving me financial stability and as a result, peace of mind.”
A. Linttell, Ottawa, ON
“Noreen first came into my life about six months before my mother passed away. My mother’s investments were really not working for her and she had some concerns about remaining financially independent Noreen changed all that. She was ever so kind to my mother and immediately earned her trust and respect. Always took the time to explain any changes she was making. My mother stopped worrying about her money and this made her last few months more enjoyable. She did such a great job, I moved my investments to her and I am glad I did. She is hard working, intelligent and really knows her field. She genuinely cares about her clients. I sleep well knowing Noreen is handling my account and I would highly recommend her to anyone.
J. Freitag Ottawa ON
I've been wanting to drop you this note to say what an incredible pleasure it is for me to have you as my financial advisor. Finally, someone I feel that I can talk to about my life's needs as well as my financial requirements. I've always felt like such a 'small fish' when talking to other financial planners. With you, I feel like my modest portfolio counts. And more importantly, I feel like I count.
I know that my recent spectacular financial results won't likely be there forever. However, it feels so good to know that you are always paying attention to new products coming onto the marketplace and that you can recommend what you think is a good idea for me in ways that make sense to me.
Given that I am totally clear that creating a meaningful life is my priority #1, it is gratifying to know that I have found someone who has the technical financial resources to support me, but much more importantly, who shares my vision that money is only a part of the overall mix for creating a full, rich and nourishing life. Who would have thought that such financial acumen could be combined with a warm, caring, fun-loving and supportive personality!
Feel free to use this unsolicited testimonial in any way you wish and to include my name with it!
Gwen McCauley, Coach & Educator, Odysseys Unlimited Inc.
