"We have found Jeffrey to be very professional, trustworthy and knowledgeable. Jeffrey is always accessible and gives excellent service, including the monitoring of our account. He brings new ideas and suggestions to our portfolio and guides us with our decisions."
- Sharon P., Client
"... the promptness and honesty you showed in dealing with your customers. You are probably the only financial agent who didn't urge me to buy, and took the time and pain to highlight all the drawbacks [of this product]. That is impressive and won my trust."
- Yasmin Z, Client
"Jeffrey is a very good listener and customizes his advice to the particular needs of each client. His office answers every request promptly and efficiently. He inspires trust and it is a pleasure to work with him."
- Peter N, Client
"A great testimony to what we are looking for in a partner."
- GM for CIBC Imperial Service