What clients have to say about their advisor and the services is one of the best ways to decide if you want to work with a specific professional. Over the years we have collected letters, postcards and memos from clients and organizations that we have helped out. The following scans are not meant to breach any copyrights but is solely for informational use.

Here is what people have to say about us:
(note due to client confidentiality, complete identities have been protected)

From 2015-2016

  • Douglas H.
       "your workshop was more professional than I expected it to be and I actually
        learned some things"
     

  • Alison H.
       "I feel so much better after talking to you about my concerns and you gave
        me options I didn't even know existed. Thank you!"
     

  • Joe P.
       "wow David really knows his stuff"
     

  • Janette F.
       "I only trust you and so my whole family is with you no matter what"
     

  • Teressa W.
       "the debt management strategies worked! All of my debt is gone and
       I have money to invest with you"
     

  • Lisa U.
       "I only trust you managing my investments. I am glad to wait while
       you restart as an independent"
     

  • Joseph
       "I am glad you are independent now. I have more confidence that you
       will be able to handle my unique needs without corporate influence"
     

  • Mary M.
       "I found you on the web and you are the only person who knows what he is
        talking about after talking with several other professionals"
     

Feb 2011 after a Debt Reduction, Saving Taxes, Building Net Worth and Protecting Your Retirement workshop

  • Amrendra M.

"presentation was very informative and useful to understand the personal finance"

  • R.

"This was a great meet up. I loved every moment of it. It was a pleasure to hear David Chen speak"

  • Ankur D.

"It was a very useful session."

  • Henry R.

"Dave and Sam gave us fantastic presentation and I learned a lot from their professional aspect..."

  • Ronald L.

"A really great event. Very informative and both David and Sam shared information that everyone should know. "

 

Feel free to contact us for a no obligation check-up and use the results to clarify your own situation and see what choices you have to face your challenges.


Mar. 2009

 

Feel free to contact us for a no obligation check-up and use the results to clarify your own situation and see what choices you have to face your challenges.


Feb., 2009

Thank you very much for the extremely informative presentation last night. Based on the response and feedback I think we will be calling you to set up more sessions. Your knowledge and honesty was very much appreciated. You provided families with lots of things to think about and many questions that they need to ask themselves in order to be able to begin/review/revise their financial plan.

I have attached a summary of the 22 survey responses I received. I suspect that the person who gave the ratings of 1 and 2ís misread the rating scale as all the comments heard by myself and the other staff who attended were very positive.

As discussed last night I will passing your name and information on to other agencies in the lower mainland.

W., BC
Director

 

Feel free to contact us for a no obligation check-up and use the results to clarify your own situation and see what choices you have to face your challenges.

 


A. & L., Vancouver, BC
Recent $100,000 critical illness benefit recipient

 

Feel free to contact us for a no obligation check-up and use the results to clarify your own situation and see what choices you have to face your challenges.


When I signed up as a client, I found Dave to be efficient, thorough and knowledgeable. The nurse that was sent to do my paramedical did all of the testing quickly and painlessly. I am convinced that I made the right decision to work with Dave and I chose the right company to do business with.

Grant S., Surrey, BC
Sales Manager of a major bread company

 

Feel free to contact us for a no obligation check-up and use the results to clarify your own situation and see what choices you have to face your challenges.


Michael F., Vancouver, BC
business owner

 

Feel free to contact us for a no obligation check-up and use the results to clarify your own situation and see what choices you have to face your challenges.


I am so glad that you had advised me based on return of investment calculations to keep my mother's life insurance going after my father passed away. Who would have known that I would be only paying for 6 months before she passed away. Due to the mess of trying to probate her estate and the deadline to pay her probate and other estate tax liabilities, this money comes at an opportune moment when we needed it the most. I am glad that you were able to get the cash to me in 8 business days!

J.S., Vancouver, BC
business owner

 

Feel free to contact us for a no obligation check-up and use the results to clarify your own situation and see what choices you have to face your challenges.


Eddy W., Surrey, BC
business owner

 

Feel free to contact us for a no obligation check-up and use the results to clarify your own situation and see what choices you have to face your challenges.


Greg P., Burnaby, BC
owner of a speakers agency

 

Feel free to contact us for a no obligation check-up and use the results to clarify your own situation and see what choices you have to face your challenges.


R. & Y., Vancouver, BC
homeowners

 

Feel free to contact us for a no obligation check-up and use the results to clarify your own situation and see what choices you have to face your challenges.


T. B., Vancouver, BC,
Recent $100,000 critical illness benefit recipient

 

Feel free to contact us for a no obligation check-up and use the results to clarify your own situation and see what choices you have to face your challenges.


Dave D., Surrey, BC
homeowner

 

Feel free to contact us for a no obligation check-up and use the results to clarify your own situation and see what choices you have to face your challenges.

 

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