I have successfully invested with WG services for decades, initially with Regina consulting team and presently with Sandra Dyck’s advisory team in White Rock, BC. First impressions are important! Sandra and Rachel, mother daughter colleagues checked all the boxes in terms of virtuoso fund knowledge, tax implications, clarity of explanation and prompt follow up with phone calls or messages. Savvy administrative consultants Sonja Mills and Su Naing are the personable interface for Dyck’s clients. They
capably address procedural questions, or ‘dot the i’s and cross the t’s’. The final ‘sweet spot’, this exceptional advisory team remembers clients with annual birthday greetings and gift cards. Their thoughtful considerations over bear and bullish markets make the difference.
Retired
Sandra has been handling my portfolio for four years and she has done an outstanding job managing my accounts. She is extremely knowledgeable, understands market trends and makes the right adjustments to my accounts so I can sleep at night! In addition, Sandra provides a high level of customer service - she is very responsive, prepared for meetings and is very good at explaining financial jargon in a manner that's easy to understand. She has been a tremendous help to me over the years and I highly recommend Sandra for anyone looking for an investment professional.
Retired, Small Business Owner
We have been very happy with the great level of service, competence and informed financial advice. We are very confident in Rachel's ability as our Investment Advisor.
Retired, Snowbirds
Sandra Dyck has been our Investment Advisor for three years. During our first meeting, Sandra listened to our requirements and long-term goals and provided us with a comprehensive plan of action. She keeps in regular contact with us and provides ongoing financial advice as our needs and markets change as well as explaining our options and to guide us in the appropriate direction. My wife and I feel that Sandra and her employer truly care about our family, our finances and our future. Sandra and her team are honest, reliable, ethical and we do not hesitate to highly recommend her services.
Retired, CIBC Employee
Rachel Dyck has many years in the financial and investment business which has given her great insight to assist with my personal financial situation. She is extremely thorough, knowledgeable and before we did any investing, she looked at my entire net worth and my needs for any future plans for retiring. Many other financial brokers only gave me investment advice and not a financial plan to follow for my future; which Rachel does. I would definitely recommend Rachel and Sandra Dyck's services .
Self-employed
Sandra was highly recommended to me by two friends. She was ever so helpful as I was selling my business, made an excellent Chartered Accountant recommendation to help with the tax implications, and then designed a portfolio that minimized taxes as much as possible. Now, the markets can do their swings, but I rest easy, because I know Sandra and now her daughter, Rachel, are doing an excellent job of being in the right things at the right times.
Retired, Small Business Owner
As someone who is not well-versed in the world of financial investing, Rachel has provided me with sound, knowledgeable advice and has taken away the fear and uncertainty of making wrong choices. She has always been there to reassure and guide me and I greatly rely on her to make the right decisions for me. I am very confident in her abilities and am thankful that I met her when she was my mother's Investment Advisor. She makes regular contact with me to advise me of any adjustments she is making to my portfolio and offers opportunities to learn more about how to manage my investments. Her personal commitment and attention to detail are amazing and I have never experienced such wonderful customer service from anyone! Rachel is a gem and I would highly recommend her to anyone who is looking for a talented and knowledgeable Investment Advisor. I feel very well-taken care of by Rachel and know I can trust her implicitly.
Employed
We feel very comfortable leaving our investments in Rachel's hands. She has proven again and again how knowledgeable she is. We especially like how we can ask her advice and it proves to be very sound. We recommend her to any friends we have and all our family has been associated with her in her investment role. She is FABULOUS (I know that's over the top but we have a great respect for her investment knowledge).
Manager & Homemaker
I had never used the services of CIBC Wood Gundy until a couple of years ago, but have found Sandra and her team very professional, competent and efficient. Sandra has given me sound advice on a wide range of financial areas from personal investment strategies to providing security for future generations of my family.
Retired Couple & Family