“As usual, your comments and insights provided us with a concise and
insightful overview of the current status of our portfolio. These periodic meetings
also give us a chance to review the progress since our previous meeting. It is clear
to us that our confidence in your financial planning has been confirmed over and
over again.
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“You and your team of Medstaff Consultants were able to focus and deliver on my urgent needs to quickly acquaint myself with the Canadian tax system, investment scenarios, life and disability insurance and home purchase.
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“Your team approach, utilizing highly skilled and experienced accountants and lawyers familiar with special needs of dental and medical practices, ensures that the tax and legal implications of any investment decisions are carefully considered...
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“I was just reviewing a bunch of information from tax time and looking over the returns from Canaccord and wanted to express my appreciation...
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“The consultation process was one that helped catalyze and focus a long-overdue review that turned out, in my case, to be quite comforting and encouraging...
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“I feel for the first time that I have a team of trustworthy specialists all acting on my behalf, available to explain, answer and help reach my stated goals...
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“I can confidently say that over the 10-year period you have been advising all the dentists in my office including myself, every recommendation you have made to improve our financial and insurance circumstances has been to our benefit...
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Testimonials