Kim Richardson

Having met with Kim recently to review our pension fund investments, once again we were most impressed with Kim's understanding of our situation and her comprehensive analysis and recommendations to enhance future cost effective performance of our portfolio.

Kim provides a friendly and warm approach to our relationship, coupled with her obvious professionalism.

Thank you Kim!

Kim is always cheerful and friendly but at the same time her professionalism is evident. She has also made the effort to understand our current situation as well as our future goals, and as such, always works in our best interests. We were fortunate to have Kim become our financial adviser when Adam (our previous adviser) chose a different career path.

Kim - Is always working in our best interests - Is friendly, courteous and fully informative.

Her efforts are reflected in her obvious professionalism , She is a pleasure to have as our Adviser.

Friendly, honest advisor. Goes above and beyond for her clients.