Richard has been our financial planner for over fifteen years during which time he has provided us with excellent support in developing and maintaining our plan. We have been very impressed with Richard’s responsiveness and willingness to investigate our specific requirements and provide recommendations on how they could potentially impact our portfolio.
Margaret & Al, Ottawa
A recent business change meant we were able to move my retirement date forward. Our family has been working with Richard’s team since 2000 and we needed focused help. With pages of questions Richard worked through each one with patience and expertise. Through multiple meetings, emails and phone calls we were helped with adjustments to our plan. In addition to Financially Sound’s planning, prompt and knowledgeable service Richard provided us with all the support needed to make the transition to retirement a fun and secure one.
Neil & Margaret, Ottawa
We have had the good fortune of having Richard referred to us back in 2005. He has guided us through the years as our financial advisor as well as getting to know us to better understand our future plans and wishes so we can make them become a reality. Our daughter has also come to take Richard’s advice and have discussions with him at a young age. We are very pleased with what Richard has done for us and would definitely refer him to others.
June & James, Greely
Richard’s integrity and professionalism encouraged us to use him as our financial advisor. His personal service and excellent advice has taken the effort and concern out of dealing with our financial matters.
Marc & Donna, Kanata
We believe that financial planning is best left to the professionals who dedicate their efforts in this field. Richard has proven to be an asset in achieving our financial goals, without whom we would not have achieved the freedom we have today.
Helene & Leo, Ottawa
We switched our financial planning service provider in July of 2011, and Financially Sound has proven to be an excellent decision. Richard and his team helped us organize all aspects of our financial life, integrating tax, savings, insurance and asset planning.
Kristi & Marc, Ottawa
My wife and I have been using Richard as our Financial Advisor for 10 years now, and have been so pleased with the service delivered we recently convinced my parents to use him as well. Richard has proven have great integrity and has out preformed when it comes to managing our investments.
Martin & Christine, Ottawa
We value Richard as our financial adviser. Due to economic woes and premature retirement we have been relying on Richard since 2011 to guide us through a budget – making process as well as taking advantage of his expertise in helping us simplify and consolidate our investments. We appreciate his competence, his caring nature, and indeed appreciate his patience with us!
Robin & Gordon Lane, Morrisburg
We have worked with Richard and his staff since 2004 and are very pleased with the personal service we have received in regards to all our financial affairs.
Lorna & Bill, Ottawa
We have had Richard as our financial advisor since 2002. We have found him to be very analytical, thorough, and knowledgeable about market trends while being cognizant of our needs and lifestyle. His strategies are cautious yet balanced. In this climate of economic uncertainty, he has assured us that we are well positioned for a comfortable retirement. That’s good news!
Nancy & John, Ottawa
We first started working with Richard in 1999 – where does the time go! During this time Richard has become an integral part of all of our major financial decisions. We’ve really learned the value of the breadth of skills he possesses and truly appreciate the advice and guidance he has provided. When we require Richard’s help he is always there for us. He’s supported us with everything from rental property agreements, to reviewing investment agreements for screenplays, to our most recent decision to retire this year! He shows amazing versatility and his commitment to client service and satisfaction is exceptional. Ultimately to be successful in business, developing and sustaining healthy, trusting relationships is crucial. We look forward to continuing our longstanding relationship with Richard for many years to come!
Glenna & Wayne, Ottawa
Since 2003, Richard and his team have provided us with exemplary service and sound, professional financial advice. We are particularly impressed with Richard’s ongoing, holistic view of our finances across our investments, personal taxes, large purchases and small business finances.