Leave us a testimonial

Your words can help us grow!

We're always looking to attract the right type of client and your words have the power to provide evidence of our services. When potential clients see that you had a positive experience, they are more likely to work with us.

Who is your financial coach?
How did you guys meet?
How has working with our team helped you to achieve your goals or solve a problem?
Would you recommend our products or services to others? Why or why not?
Is there anything you would like to add about your experience with our team?

What Others Have To Say...

Really helped me enhance my financial literacy...

Stephanie M PSW & Model

Over the years, Mai has always had a great eye for detail and really helped me enhance my financial literacy skills! She gave me the confidence I needed when it comes to managing my money.

I feel very blessed that I found Anthony...

Jennifer K Registered Nurse at The Hospital for Sick Children

I have been looking for a financial coach for a long time. I have had meeting through my work, but those meetings never went beyond the initial interview.

Anthony was very supportive and gave me advice right away that fit my living and financial circumstances. He was clear in his strategy and came up with a solid plan that I could actually understand.

He showed me a way where my assets can be used to help me meet both my short and long term financial goals while at the same time meeting my preferred involvement in setting those goals.

I feel very blessed that I found Anthony and am looking forward to see what more he can do for me in the years to come!

Amador Ocampo

I am Leo’s dad. By giving us an advice how to invest intelligently, and what is the best thing or best way to plan for our future financially. Leonardo is honest, trustworthy , dependable and hardworking.

Our son can attend post secondary school without taking out any student loans...

Rob Segsworth Vice President - Transportation Industry

Working with Anthony and his team has been a great experience. They took the time to understand our financial situation and our goals, they educated us on options and helped us build a plan. After initial set up, the whole team continually stays in touch to assess our satisfaction, and works with us on adjustments needed to our plans and today, our son can attend post secondary school without taking our any student loans. I highly recommend working with this group - the personal touch, and their genuine concern are an invaluable asset to your personal finances.

He always makes me feel comfortable talking about my finances...

James Bitanga

Leo is great! He always makes me feel comfortable talking about my finances and always shows how much he truly cares about me as a client and how much he wants me to succeed. He is very trust worthy and I am very happy with the results he has shown me. I would say if you’re unsure of what to do with your money and don’t want it sitting in the bank, you have to go talk to him! He will help you make an informed decision and you will be confident with how your money is invested!

He [Leo] is very engaging and informative.

Gia Narang

Leo and his team are very engaging and informative. They spoke a lot about financial freedom and what that meant to them. I liked that they spoke about their own backgrounds and what is like growing up in an immigrant family; it definitely resonated with me. I think it’s important to note that your educational/ work background and age doesn’t matter and you don’t need initial capital to start your own business. Anyone can do it with hard work, confidence, patience, and determination! Their business model has proven it can survive a pandemic and secure a space in a digital market.

It's a lot better now with all your coaching...

Margaret C PSW

Mai and team, thank you so much for all the you've done for my family. My family's finances were OK before we were introduce by Stephanie, it's a lot better now with all your coaching. I have done so much with my savings with my emergency funds and also was able to pay off my car like we planned. I am also now is planning to buy a home for my family. My only wish is to have met you guys sooner. My financial plans would have been a lot better than what they are now but I'm sure I'm glad I have your much needed help now.

Thank you 🥰

"Will go beyond what is expected of him to deliver results..."

Janice B

We have been dealing with Anthony on various investments over the last several years. Anthony is extremely supportive of his clients, and will go beyond what is expected of him to deliver results. He has always had an intense desire for success in the midst of meeting and overcoming challenges that take place in the economy. Anthony is not afraid to put in whatever time is necessary to accomplish any task while staying focused on results at hand. His skilled combination of communication, organization and dedication, coupled with his unswerving work ethic is advantageous to anyone seeking his advice. He also injects a sense of camaraderie and fun which is infectious and makes him a pleasure to deal with. We highly recommend Anthony without reservation as we have a great deal of respect for his integrity and financial knowledge.

He has been such a big help with all of my financial questions & concerns

Sydney Clarke

As someone who is not too confident in managing my finances, Leo was a big help! His ability to explain alongside his expertise helped me understand & feel comfortable about navigating my finances. Leo exudes confidence and professionalism! He has been such a big help with all of my financial questions & concerns.