Our clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise. Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.
Ken is morally grounded in his values and with his advice to the point where he has steered us in directions that we know are beneficial to us, and not to him financially. He has the same high values for family as we do. He continues to give back to his community and clients. Ken and/or his team are always in touch to make sure we are happy, satisfied and moving towards our ultimate goals. I can’t imagine trusting my financial future with anyone else.
Peter has been our financial advisor for over five years. We have been with Investors Group for over 40 years. He is the fourth advisor we’ve had from Investors and one of the best. He is always easy to contact whether by phone or email and is very prompt in dealing with our questions or requests. He comes to our home two or three times a year and takes the time to discuss our investments, answer our questions, and explain any changes. We have a sense of security about our investments and confidence in the advice he provides.
We were looking for someone to provide us with professional guidance and financial planning expertise and we found it in Hendriks & Associates. They were highly recommended to us and had a very good reputation with IG Private Wealth Management and within the financial planning industry. During our initial meetings we were able to quickly identify that Ken was not only very experienced but also very organized with a very structured and detailed plan for financial success. Prior to being with Hendriks & Associates our retirement finances were in a state of disarray and uncertainty, Ken was able to quickly identify the flaws with our previous financial plan and then quickly devised a plan to get our retirement goals and financial plan back on track. We now have a structured and sound financial plan and receive very straight forward financial advice and guidance. Anyone who is feeling like their financial plan is weak or they’re not comfortable with their current financial plan &/or advisor would benefit from meeting Hendriks & Associates. Just set up a meeting with them and listen to their financial philosophy and what services and financial guidance that they can provide for you.
Many years ago, we were in a position of having several financial advisors. Because of a family member experience with IG Private Wealth Management, we decided to consolidate all our holdings with Ken. We are extremely happy having made this decision. We have had in-depth advice in regards to financial planning and reaching our retirement goals. As well, he has introduced us to different strategies for financial success. Ken is very knowledgeable and available to address any of our concerns.
Peter’s professionalism and guidance has been a huge help in allowing us to make an informed decision on our future.