Client Testimonials

Professor of Economics, Age 65

I have known Hart personally since 1994. Having observed his growth and development as a competitive tennis player from his early youth, I have always been highly impressed with his good sportsmanship and courteous behaviour, both on and off the tennis court. Not once did he exhibit anything but the most exemplary conduct, being gracious in both victory and, on the very rare occasions when he lost, in defeat.

After Hart completed his business degree at Jacksonville University which he attended on a full tennis scholarship, I learned that he spent four years with Merrill Lynch gaining valuable experience in the field of financial management. I was delighted that Hart decided, for family and personal reasons, to return to Canada.

After several meetings with Hart, I became impressed with his knowledge of financial management tools and planning, his sound judgement and his obvious motivation and energy in serving the needs of his clients. Shortly after that, I opened an account with Hart and have continued to be impressed by his professionalism, his sensitivity to my relatively low risk tolerance, and his consistently solid advice. He performs at a level of competence that I might have expected of a professional having many more years of experience.

I can personally attest to his professional skill, based on the performance of the funds I have entrusted to him to manage.

Property Developer, Age 81

Mark Braun has helped manage my personal and corporate money since 1993. I have gotten to know him and his family very well.

I am a seasoned investor with many years of experience in the financial markets. I am a property developer in my early 80's and am active in the buying and selling of financial securities for my personal and corporate accounts.

My experience with Mark has been terrific and we have developed a close relationship. He is an honest, hard working individual that is knowledgeable and on top of his role as an advisor. He continually informs me of investment opportunities and his track record of separating the good investments from bad investments has been impressive.

I highly recommend Mark and Jason as money managers.

Leo

Lawyer, Age 58

I have been with Jason Braun for many years. I have always appreciated his perseverance and enthusiasm in finding and presenting alternatives to traditional investment choices.

I respected his conservatism at the appropriate times in the investment cycles, and I have been thankful that he had done his research in particular business situations.

Jason is very down to earth and no nonsense which there isn't enough of these days. Jason is honest and ethical and a family guy who knows what it's like to have parental responsibilities in this day and age.

I recommend Jason highly.

Tim

Queen's Counsel, Age 63

I have employed Mr. Hart Pollack as an investment advisor since 2003.

I chose to deal with Hart because of his honesty, sincerity, his previous investment experience, and his promise of excellent service.

I have been delighted with Hart in every aspect. I have not met another investment advisor like Hart Pollack. He is absolutely dedicated to providing service on a consistent basis. He has demonstrated a business and investment acumen far beyond his years. His investment advice has resulted in excellent yields, even with my conservative approach. His experience, guidance, and supervision has provided my family and I with peace of mind.

Over the years I have worked with a number of advisors, not one has measured up to Hart Pollack.

Richard

Business Owner, Age 56

I have been dealing with Mark Braun since 1996.

I am a business owner in the city of Winnipeg and a fairly conservative investor with my savings. Mark handles mine and my wife's registered plans.

My experience with Mark has been extremely positive. He has taken the time to know our personal financial situation. He is easily reached and answers all of my questions relating to investments and financial planning. He has access to investments that suit my needs and he does not hesititate to contact me with opportunities.

I have been an investor in GIC's, bonds, preferred shares, and some stock. My overall rate of return has been much better than if I had invested at the bank.

I would highly recommend Mark to anyone looking for a financial advisor.

Wilf

Business Owners, Age 63 & 65

Jason Braun has been our financial advisor since 2002. At that time my wife and I had owned our own business for over 15 years and had dealt with various investment firms but hadn't really felt we were being looked after. However, once we met Jason, we found our comfort zone.

Jason handles all our registered and non-registered savings accounts. He reviews our accounts with us on a regular basis and contacts us when he feels it is advantageous for us to either buy or sell. We always take his advice and are very happy we have done so.

We have been retired now for over 3 years and Jason has guided our investments to suit our needs from our working years to our retirement years. Plus, we weathered the recent financial downturn because of Jason's due diligence. We would not hesitate to recommend Jason Braun as an excellent financial advisor - he has certainly been one to us.

Reg & Diana

Chief Executive Officer, Age 49

As the Chairman and Chief Executive Officer of a U.S. corporation that trades on a public exchange, my expectations of a financial advisor and his, or her ability to execute a successful investment strategy are very high. Moreover, their compliance with fiduciary responsibilities and obligations, their adherence to a standard of ethics, the confidential nature of our relationship, and the financial results, are all measured frequently.

In successfully attracting and managing a number of my personal and business accounts since Hart's transition from Merril Lynch, Hart has demonstrated traits paramount to building long term mutually beneficial relationships. These include an honest dedicated approach to our business relationship, a comprehensive understanding of the markets, and a micro and macro-economic knowledge of investment opportunities in Canada and abroad.

Additionally, Hart has provided me with a very good return on my investment through careful planning and attention to detail.

Sheldon

Retired Teacher, Age 73

I started investing with Mark Braun in the early 90's. I was retired at the time and looking for income from my investments.

I can't remember how I ended up dealing with Mark, however I have been very satisfied with his service. He is above all, reachable. If I cannot get him on the phone immediately, he returns my calls within a short period of time, usually a few hours after leaving a message.

I feel no hesitation in calling him with any question or inquiry I may have. He keeps me informed of any new opportunities and rarely recommends anything that doesn't suit me. He has taken the time to understand my comfort zone. There are times where I've had my own investment ideas and Mark provides me with the information to make good decisions.

We have gone through the good markets and the bad markets and Mark has been along side me the whole way. I have entrusted him with both my regular and registered accounts in both mine and my wife's name.

Overall, investing with Mark has been a success and I would recommend him.

Ralph

Chief Financial Officer, Age 55

Jason and his team have been my principal investment advisors for more than fifteen years. During that time, the markets have gone through some significant changes, however Jason has consistently provided me with sound, well researched advice to both maintain my portfolio focus and guide me through my investment decisions. This is especially important as my investment strategies are evolving over the years.

Jason and his team are extremely courteous and are available to discuss my investment ideas and needs on a regular basis. As I no longer reside in Winnipeg, I find this ready accessibility to be invaluable.

I would not hesitate to recommend Jason and his team to friends and family who may be in the market for a financial advisor.

Stephen