Stephen Lewis

We have had a close financial relationship with Stephen for almost 30 years, and he have always provided clear, unambiguous advice appropriate to our needs. He provides a clear "big picture" overview of our financial situation which is not always evident to us from our personal perspective. His knowledge of the "ins and outs" of government and risk strategy have provided us with results optimal to our particular situation.

We have found Stephen to be very helpful and knowledgeable about his business. He has guided us through our journey to retirement etc. Nothing is ever too hard.

It is with much pleasure I provide Stephen with a review of his financial services that he has provided to me over many years. He provides expedient services when I request them. He also knows my financial needs and is proactive ensuring I have the best and safest investments in place to suit my retirement plans. Stephen cared for my financial needs and investments when I had my private nursing business prior to retirement. He worked in a group of professionals who worked together ensuring I had a great exit plan. Thanks greatly to his expertise I am now enjoying a very comfortable retirement. I trust Stephen and his financial advice. He welcomes all questions and ensures that I am clear and motivated with any decisions I make.

We have been clients of Stephen for fifteen years and have been highly appreciative of his expertise and care. He is completely trustworthy and pays close attention to our financial situation and his prompt execution of any changes we initiate. We admire his generous approach to fee structuring and would have no hesitation in recommending his services.