Client Testimonials

"I highly recommend Ashley as a Financial Planner. Ashley has proven to be an extremely great resource for me. Since partnering with her in September 2013, I have learned a great deal about my investment options and can plan more effectively for my financial future. Ashley works with you to evaluate your current financial situation, helps you develop a comfortable budget and set financial goals and motivates you to commit too them! She is extremely personable, flexible and understanding while maintaining professionalism at all times. She explains investments in your own terms and is great at taking initiative and following up with her clients to communicate your results. She is truly a pleasure to work with."

— Joana Oliveira
Mississauga, Ontario , November 09, 2013

"My family and I were introduced to Bruce McKerracher through the free tax preparation clinics he held for families of ErinoakKids Centre for Treatment and Development back in the late 1990's. My daughter, who recently passed away and suffered with Cerebral Palsy and Multiple Sclerosis, was a client of ErinoakKids South Millway location in Mississauga for many years. My spouse is also currently disabled. Bruce has been helping my family with our income taxes on a pro bono basis for the past 15 years due to our difficult financial and health situation, and we are very appreciative and grateful for his assistance over the years."

— Osman Manjra
Brampton, Ontario , March 01, 2013

"Bruce has been preparing our tax returns and providing tax strategies for us since 1997. When he told us that he was joining the investment business as a Financial Advisor, we jumped at the chance to have him manage our portfolio. We already knew that Bruce had a wealth of market knowledge, and to be able to link our tax strategies with our investments on a larger scale was a perfect combination. We need honest, straightforward communication from our advisor and that is exactly what we get from Bruce. He makes sure we understand what we are investing in; the pros as well as the cons. His knowledge and experience in tax strategies, RESP’s, retirement planning and estate planning have certainly helped us during our “sandwich generation” time and we feel secure in knowing that Bruce is looking out for our financial health. We highly recommend Bruce for his knowledge and his outstanding personal service. Ashley is a confident professional who has been overseeing many details of our portfolio since 2009. She attends all of our meetings with Bruce and provides us with follow-up information and recommendations. Ashley offers us excellent personal service with same-day call back or email to any of our questions. Our family is confident that Ashley's knowledge will greatly benefit our newest generation of investors.

— Doug and Carol Gingerich
Oakville, Ontario , January 29, 2011

"I have known Bruce McKerracher for the past decade and we have worked together on a number of projects for Rameses Shriners. Bruce is currently the Treasurer and Parade Coordinator of the Rameses Shrine Drum Corps. Bruce has been advising my wife and I for the past couple of years on our taxes and other financial planning matters. He is always available for consultations. He has provided good service and helped my wife work her way out of a complicated tax situation and he handled the negotiations with the Canada Revenue Agency on her behalf."

— Mr. Derek B. Fisher, Captain - Rameses Shrine Drum Corps, Past Potentate (CEO) - 2001, Rameses Shriners (Toronto)
Toronto, Ontario , January 22, 2011