Testimonials


"Over the years we have tried self-directed trading, Bay Street brokers and discretionary investment management firms. None of them gave us comfort for the long term. When we met Richard Heinrich and the Beaches Financial Team became our advisors, we knew we had found a good fit.

That was over 7 years ago. Recently the Beaches Financial Team helped us transition from our working lives as self-employed professionals to our retirement years. Together, we worked out a plan that delivers us a regular income, letting us live comfortably and enjoy our hobbies and leisure time.

It was Richard's suggestion, based on his experience with other clients, that we retire at the same time. Of the two of us, Bill is older by several years and it hadn't really occurred to us that we'd be wise to do things like travelling while both of us were young enough to enjoy them. It's a good example of the personalized attention we get from Beaches Financial. They consider more than just the balance sheet.

On different occasions, we have been assisted by Richard, Mark, Ben, Lori, Amanda and Mindy. Everyone in the office has been ready and willing to respond, so we are not reliant on just one contact.

We recommend the Beaches Financial Team to those seeking scrupulously ethical, knowledgeable, full service financial planning. They have always had time for us, answering questions patiently and offering clear rationales for proposed changes to our portfolios. Their investment style is methodical, disciplined and importantly, fulfils our needs without exposing us to unacceptable risk. We appreciate the steadiness with which they help us stick to our plan, their diligence in keeping our fees as low as possible, and not least, their friendliness."

B&D Andersen
Toronto


"We were introduced to Mark a number of years ago. At the time we were very dissatisfied with the performance and lack of personal service by our financial advisor. We were looking for the right people to take over our financial planning. Somebody who could understand how comfortable we felt about risk investments, what our retirement goals were, and someone who could explain the array of programs available so that we could make comfortable choices. We found all this with the Beaches Financial Team and so much more. The team has always respected our questions. And have helped guide us through the maze of financial investing. Their honest and open approach make them easy to discuss something as personal as finances. With the Beaches Financial Team, we have one less worry knowing that they are guiding us to a secure future. Most importantly, the trust that we have in Mark and Richard has made it very easy to entrust the financial futures of our children and the retirement programs of my parents. "

Jim and Holly Gallora


Just a note to say Thanks for filling me in on the "progress" of my account. (Don't worry, I understand the vagaries of the current financial scene.) What I am especially pleased with is the care you take to ensure I am understanding the different aspects of my account.
I have never had anyone make the effort that you (and the team) make and I feel fortunate that my finances are in your hands.

Thanks again.
Brian Pearcy

Disclaimer: The information contained herein is for ON, NS, NB residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.