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 have developed for them.
From our late 20s into our early 60s, Elaine Andrew and her team have helped my wife and I plan our financial lives. But in 2020, when we were faced with an unexpected health crisis during the pandemic, the true value of Elaine’s proactive advice and ongoing support left us so grateful. In May 2020 I had a mild heart attack which led to a quintuple bypass. The doctors also discovered lesions on my lungs which turned out to be cancer. Disability insurance put in place years earlier, and decades of consistent retirement savings meant I could focus on my recovery and cancer fight, while my wife continued to work. Many money and life decisions remain ahead of us, and it gives us comfort to have the trusted support of Elaine, Quinnie and the entire team alongside.
My husband and I were looking at retiring in about 10 years. Elaine and Quinnie assembled an excellent and comprehensive 10 year retirement plan that balanced our needs for income from various sources, minimizing taxes and continuing to optimize our investments. The resulting plan has made our retirement easier as we do not worry. We have great trust in Elaine and her team and there have been no surprises. Every year, Elaine and Quinnie monitor and modify our plan as necessary, based on our personal needs and what is going on in the market and tax changes. We have been working with Elaine since 2004 and I would highly recommend her.
Elaine Andrew and her team have been my family’s financial planner since the late 90s. What attracted us to her was her holistic approach to our financial planning needs. Her team helps with all aspects of our financial needs, including investments, retirement, insurance, powers of attorney, wills and estate planning. She was always prepared and took a proactive approach to support our dreams, helping us with our financial needs to achieve our dreams and needs for our future. We have grown children now who are learning and using the wisdom of Elaine and her team. If you want someone who listens to your future dreams, is knowledgeable and proactive in financial planning, helps create long-term strategy and solutions tailored to you, I would highly recommend her and her team.
Being her very first client, Elaine has been our financial partner for over 40 years. She listened to our needs and priorities as they evolved over the years and through carefully considered strategies, developed a "living" financial plan that has us retired ahead of schedule and enjoying the lifestyle we wanted. Most importantly, we are leaving a legacy for our sons. She has built close relationships with everyone and we consider her a part of our extended family, attending many family milestone events. We know and trust that Elaine and her team are there for our entire family, including our sons and grandchildren. If you are looking for a confident and genuine financial partner that goes beyond the call of duty, look no further.
Watching how Elaine worked with our parents, providing invaluable insights, financial advice and friendship over the years, it was an obvious choice for my brothers and myself. Based on sound financial strategies, Elaine has developed living financial plans that provide flexibility and options to meet each of our individual goals and put our minds at ease. We have consulted with her on many issues and received practical advice that allowed us to achieve our desired result. Elaine's team has grown over the years but is founded on trust, commitment and credibility; they excel at seeing the big picture, knowing their client and being proactive, looking ahead of the curve and bringing forward new financial insight and ideas into every discussion we have. Word of mouth being the best advertisement, my mother-in-law and most recently my niece and nephew have come onboard, extending our multi-generation family under Elaine’s financial planning and management.