Client Testimonials"We are so grateful to have met Peter and be under his financial guidance for the past 13 years. He has provided us with the knowledge and tools necessary for a solid financial foundation we wouldn't have created otherwise.
He is constantly reviewing the financial markets and trends and money managers of our holdings and that makes us confidant that we are constantly moving forward with our financial goals." - Angela D
"Peter Gillen has been our investment manager for the past 4 years. We are very pleased with Peter's diligence and counselling with our accounts. Peter has taken the time to meet with us on a regular basis and to assess our accounts making sure that all our needs are met. Peter always maintains a current knowledge of the market and the operating fund manager's strategies.
Peter has kept us within the safe boundaries that we have become comfortable with in such a volatile market. We would be pleased to recommend Peter to any investor." - Jeff and Gail Brown
"After the death of my husband Peter went above and beyond to give me the peace of mind knowing my future would be financially secure. His expertise, advice and understanding of my needs has been invaluable. I trust Peter to take care of my future as he would his own family." - Marylou D
Securing your Family's Future
Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.