Client Testimonials

"Thank you for helping us make the most of our retirement, without our investments none of this would be possible. Being comfortable with our financial security, allows us to plan these great trips with the confidence that as long as our health is good, we still have much to enjoy and look forward to.  Keep up the good work." - Peter H.

"We were very fortunate in being introduced to Robert DeMelo several years ago and he became our financial advisor ever since. During this time, he has demonstrated sound financial ability and his investment strategies have been very efficient even in challenging market conditions.

Bob has continued to be driven by a desire to serve our best interests, rather than just being a salesman. We think of him as much as a friend and a business advisor who we can turn to for any number of matters, and be confident of his understanding and support.

We have no hesitation in recommending Bob's services with complete trust and we look forward to a continued relationship with him." - Christian T.

"Robert DeMelo has been advising me on investment matters for over 20 years. In that time, to use an analogy from his favourite sport, 'we have not hit many home runs, but nor have we struck out very often'. What we have managed has been a very high on-base percentage & that is exactly what I wanted from him." - Peter B.

"My wife and I have been clients of Bob's for over 12 years. We have been looked after in a very caring and professional manner. We talk or meet on a monthly basis to review our portfolio, and to discuss trends. Bob treats us as a family member in all financial decisions, and takes great interest in our personal well-being as well as our financial needs. We feel well looked after, and take great comfort in having Bob involved in our financial affairs." - Dr. M. Balfour