Spend or save? How to use your Tax Refund.

by · June 10, 2019

We have been working with Andrew for about 5 years and have found him to provide clear and concise advice in a highly professional manner. He spent the time to understand us, where we are coming from and our goals; has helped organize our monthly cash flow and has provided us with a clear strategy to have zero debt and a big nest egg to retire with.Melinda HendersonJanuary 28, 2019

We are retired and needed advice on various aspects of our pensions, savings and investments. Andrew was able to give us detailed advice and answered all our questions in a professional way. He could not have done anything better.William JohnsonSeptember 11, 2018

My wife and I were getting stressed out about our financial situation. Andrew was able to set us up so that we would pay our debt and our mortgage down quicker. He set up a plan that we could easily follow and was super easy to talk to. There is a reason he was voted Ottawa's Favorite Financial Advisor - he is fantastic.Henry DuboisJanuary 24, 2018

Spend or save? How to use your Tax Refund.

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