Testimonials

David & Julie Lloyd

Garry has provided us with exemplary, fruitful service in the years leading up to our retirement.  He has been a pocket of sunshine in the cloudy world of retirement financing.  Garry's advice brought surprisingly positive results in the final years and his switching us to Manulife guaranteed investments protected us from the stock market bump of 2009.  We're happy!

David & Julia Lloyd
Retired...
Mission BC

Doug Deschene

I have been dealing with Garry for 10 years and he has in my opinion led me in the right direction more than once in my financial investments.  His one major concern was just prior to the stock market down turn three years ago.  He had the courtesty to think not only of himself in the investments, but that of his clients, which included myself.  Had he not approached me and suggested his concerns about the market, I would have suffered many thousands of dollars losses by staying with the investments I had.  He kept me from losing a lot of money, and actually made me a profit during that same period.

Garry and staff are very courteous and prompt as well as firm in keeping you abreast of your investments every quarter and keeping us up to date of new happenings with his mailings on a regular basis.

I have recommended Garry to others who are also totally pleased.

My hat goes off to both Garry and Linda.

Doug Deschene
Retired...
Aldergrove, BC

Roy & Midge Giacomazzi

We have known Garry for over 30 years.  Throughout those years, Garry has recommended sound investment opportunities which have been beneficial for us.  Garry has been trustworthy with our personal circumstances and prompt with follow-up to any questions raised.  We have appreciated his thoroughness and good judgement in all matters and consider him a good friend.

Roy & Midge Giacomazzi
Retired...
Langley, BC

Walter & Judy Martens

We feel more secure now that someone is looking out for our financial welfare.  Indepth Planning worked out a plan that accounts for our age, expectations and goals.  Garry has an "open door" policy and keeps us well informed on our investments.

Walter & Judy Martens
Contractor
Abbotsford BC
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