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’ve developed for them.
In the past five years, Ian Farrow has been a first-class resource for us in our financial planning. His advice has been solid and we are delighted with the growth of our portfolio. In our meetings, he has cut through the mumbo-jumbo of the financial world and demystified what can be a complex subject to comprehend. With each passing year, we have found ourselves regularly referring friends and family to him, confident that he will provide them with the same excellent service he has provided to us.
K.M. & J.S.
Vancouver
I started investing in RSP's when I was 26. Not much, but it was something tucked away for the future. In the 20 years since, I unfortunately have had many financial planners. None of them ever met my expectations. That is until I met Ian Farrow. Ian has done more for my family's financial future in three years than all of my previous financial planners combined over the years.
Ian Farrow and his team take financial and retirement planning to the next level with complete professionalism. I highly recommend Ian to anyone that is in need of financial advice or for anyone that is not completely satisfied with the support they are getting from their current financial planner.
If you expect more and want a financial planner that goes beyond a once a year review, then you need to speak with Ian. It's important to not only trust, but also like and respect the person that you have entrusted with your financial future.
Thank you Ian for all you have done for me and my family. I wish I had met you 20 years ago.
My financial knowledge and understanding was very basic, but Ian is a wonderful educator and always takes time and considerable patience to make sure I understand my portfolio and frequently checks in with my financial goals for the future. He has also taken my two daughters under his care as they started their careers and the purchasing of their first homes. It is always a pleasure meeting up with Ian regularly and I am certainly made to feel part of his financial family. I am very grateful for his honest, friendly and expert advice. He and his team always go above and beyond to make me feel financially secure and I trust him wholeheartedly to help me make good financial decisions. Thank you Ian for your friendship and support.
C.B.
Vancouver