We appreciate your wealth of knowledge, code of ethics, honesty & integrity and our experience in dealing with you has always been positive. We also appreciate the team you work with.

I. & V. LaRose

Good experience of a financial plan, tax saving strategy.

Dr. A. Garach & Dr. A. Naik

Kevin is an approachable young man with great interpersonal skills. He always has time for us, reviewing our portfolios at least twice a year. He puts us at ease during our meetings and answers all our questions. We trust Kevin and depend on his vast knowledge of finances. We have been more than satisfied with his financial planning on our behalf.

A. & B. Wichert

We appreciate feeling comfortable contacting you and your team regarding questions/concerns & have been happy with the responses.

M. & C. Kowalczyk

Professional/enjoyable to deal with. Patient – financial investments are not something I understand or care to spend time on on my own.

J. Schmutz

I agree with your strategy of placing importance on return after taxes instead of just investment return. Every dollar saved in taxes is a dollar made.

O. & C. Rogers

Your knowledge of Canadian tax laws and appreciation of the financial big picture continues to stimulate my personal finances

Dr. J. & L Swart

Kevin – It is my privilege to be one of your clients. Thank you.

V. Kereluk

Kevin is always very professional, yet at the same time he is a warm, friendly and trustworthy person. We look forward to our meetings.

M. & G. Gareau

I feel very comfortable with Kevin’s advice on financial matters.

E. & V. McCrea

We’ve been very happy with your service and the service from the rest of the staff. Phone calls are answered promptly and courteously and we have been able to arrange meetings without any difficulty.

M. & L. Dobler

I recommend your firm on a regular basis in conversation with my friends.

D. & D. Hicks

We are very happy with the way Kevin explains things to us.

G. & C. Edwards

We feel you take a personal interest in all your clients and help them make the right decisions when it comes to their investments. You also take the time to listen to their views and act on them.

R. & N. Meissner

I find Kevin to be a straight-shooter with in-depth knowledge of the planning function.

D. Vaughn

What interested me the most in our first initial meeting was your offer to calculate what my income would be when I retire. Also the suggestion that I should be considering “Long Term Care Insurance” – something I didn’t even know about.

M. Ediger

Since becoming your client, we have seen an increase in our investments. The advice given has been excellent. You let us know when to make changes in our investments, which was never done by other companies.

H. & M. Kelly

We are very comfortable with Kevin’s level of expertise and his personable approach when discussing our financial portfolio.

M. & H. Olson

Walking in, we feel comfortable and welcome. Kevin does a thorough job on explaining his products. We feel you are very valuable to our farming future. Thanks.

Q. & M. Sittler

Kevin – we are very pleased with you as our Investment Advisor. We realize we came to you with a BIG MESS and you have helped us turn it around!

C. & R. Osinski

We feel like our financial welfare is positively being taken care of by Kevin and associates.

P. & G. Martens

Kevin, we are more than satisfied with you and your services and the friendly communication with us.

Dr. N. & M. Krie

This is easy. Our experience with your office has been most positive – as I tell my friends, we feel that our investments are treated as if they were your own.

C. & M. Klein

I feel comfortable entrusting my affairs to Dundee.

H. Spork

We are very pleased with the personalized service also your knowledge and explanation of the industry and helpful suggestions.

N. & D. Ediger

Keep up the good work. Wish we had more to invest & could hire you full time.

B. Klashinsky

Provides personalized money management strategies. Provides sound knowledgeable financial advice and planning. We appreciate being able to log in to the website to access account information. Also find Kevin’s website informative.

L. & L. Schock

Friendly, knowledgeable and multi-disciplinary staff.

L. & M. Ingledew

Your warm, friendly, family approach builds confidence in your own ability and your team. Keep up the good work!

A. & A. Cholod

You do an excellent job at explaining things to me and showing various investments by checking them on your laptop while I’m present. Your friendly attitude makes my day. I know things don’t always go up but I like your attitude.

W. Bednar

I like the fact that you, Kevin, give us your undivided attention when we meet with you and have investment information on your computer readily available.

J. & D. Carreiro

I am very happy with the information, service, knowledge and professionalism of Kevin and his staff. I look forward to our meetings. I never felt pressured and my questions were always answered. Kevin, Dana and staff always go the extra mile and I appreciate that. Keep up the excellent work!!

G. Forster

We are very satisfied with Dundee Securities. Our transfer of accounts went very smoothly. We wish we would have transferred years ago.

R. & S. Purcell

I was prompted to hire your team by my sister’s glowing reports on how you unstressed their tangles. After my first visit to you, I was able to sleep again….

Dr. H. Coetzee