Thank you. I am so happy you have come into our lives. You help us be smarter, more informed women enabling us to take care of ourselves in a healthy way. You give us confidence and knowledge and we absolutely love it Kelly. Many thanks for enabling us to be strong and independent people. We will pass it forward. We promise.
Over the years, Donna and I have had to take a long, hard look at where we wanted to be in our retirement years. Owning your own business has many perks but can also come with a insecure retirement plan. We had both started saving towards that goal but somehow seemed to get lost along the way and did not have a specific plan for our financial future. After our initial meeting with you, we both realized that you "get it" and have a good idea of what we are trying to achieve with our retirement plans. You listened to us and our retirement goals and put together a plan that actually works for us.
With our relationship with you secured, Donna and I felt that we finally had the confidence to relax a little and continue to work towards our retirement without so much stress and uncertainty. It is an absolute pleasure seeing our financial position grow each year and we both feel confident that together with you we will be "Freedom 55" and "Freedom 61" .We want you to know that you may feel free to use us a reference with respect to any other clients who may have any questions or concerns they may have in choosing a Financial Advisor. We would be happy to pass onto them our feeling of satisfaction and the newfound optimism that you have provided us.
Wishing you continued success, health and happiness,
I have been working with Adam and Kelly for the past 10 years on the advice of my mother who has dealt with them for 10 years previous to that. I believe they provided my mother with very sound advice and financial strategies that helped her grow her retirement income and estate value. Upon my “retirement” from the company I worked at for over 26 years I turned to Adam and Kelly to help direct me on my investment strategy. Although the markets went into a tail spin in 2008 my investments to present have consistently outperformed the markets. Adam and Kelly were also able to provide strategies and solutions that helped my portfolio grow during this economic hardship.
I would recommend Adam and Kelly to anyone (and I have) to have them help you create an investment strategy and to help you execute it, whether it be for a short term goal or a long term retirement goal. They have the ability to make the complex financial marketplace easier to understand so that anyone can invest in their future.
For the last five years my husband and I have considered ourselves extremely lucky to be able to work with Kelly McQuoid. Prior to this we didn’t think we would ever be able to look towards our future retirement and plan, especially while we worked at raising our three children. Kelly has been an excellent resource and support in helping us to define our goals, “demystify the retirement planning process” and help us to start working towards our future. We have learned through our initial meeting and various other contacts with Kelly that she understands us and our needs. She has been able to help us start to save for our future as well as our children’s future education.
Despite our initial worries Kelly has been able to instill some basic principles of planning that my husband and I have been able to put into practice, Kelly has also made some recommendations for our portfolio that continues to provide us with growing feelings of satisfaction and optimism for our family’s future.
I absolutely recommend Kelly to anyone who is trying to find a better way to work on short and long term retirement goal’s, she upholds the integrity and understanding that you want in an advisor. She helps you to make retirement a comfortable reality.
Kelly and Adam are a good professional team who obviously enjoy what they do and eagerly accept the challenges we have presented to them. They took the time to look at our individual needs and then planned a short and long term strategy.
To do this, they helped us define our goals and then established strategies to deal with our incomes, investments, taxation, estate planning and our changing financial requirements as we get older. We are contacted on a regular basis to meet with them to review our financial situation and they continually explore and utilize creative opportunities to maximize our financial opportunities.
Kelly and Adam explain things in a way that is easy to understand, provide the documentation we need to keep organized, make recommendations to change our portfolio as the market dictates and respond quickly to all of our requests.
Their knowledge, integrity and combined experience is reassuring in these economic times and with their careful management, we have been able to get our finances in order.
We are so confident of their abilities, advice and guidance that we recommended them to our daughter who is just starting both her career and her financial planning.
I have been building my portfolio with Kelly for more than 20 years. We started working together when Kelly was in Sudbury, and I followed her to North Bay. I was very young and in an industry that does not offer any type of pension, so I needed help to plan for my future. Kelly has been very informative on my options and my feelings on needing security. She has been a very good listener and takes my needs into consideration, when making suggestions on any changes that she feels should be made to my portfolio. I like Kelly’s honesty and integrity with regards to how she deals with me, and now my husband and son in all of our financial needs.
Thank you Kelly for a job well done and your commitment to excellence.