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Client Testimonials

We value our relationships with all of our clients and pride ourselves on our unwavering support and service. Here is what some of our clients have to say about working with us.

"With Fernandes Financial as our partner, TIFF has been able to establish innovative, cost effective and employee centric benefit solutions.  Amazing to work with Rui and his team, they are fantastic advocates"

Sandy, TIFF, Human Resources Director


"Fernandes Financial has been handling our family investments and insurance needs for well over 20 years.  We are pleased with the level of personalized service and professional advice we have received over the years.

"Most recently, Rui Fernandes and his team have been instrumental in helping me navigate the many decisions and forms I faced when my husband passed away unexpectedly.  The professional advice and insightful strategies have helped me start my new life with confidence in a financially secure future."


"What sets Rui apart is his ability to look at the big picture, both in terms of scope (personal and business aspects) and time of life.  By understanding our changing needs, Rui is able to pull together the right mix of investment, insurance and estate planning tools meet our short and long-term needs.  Rui and his team are a delight to work with, and are highly responsive.  We recommend them wholeheartedly."

Kalvin & Annette


"Aage and I want to thank you for being always available to answer our questions and spending as much time with us as we need to fully understand how our portfolio is doing, especially in these times of uncertain economic outlook.

We feel indeed fortunate that during the last 10 years we had the good luck to have you as our financial advisor.  You have guided us well and created an excellent investment and insurance plan for us.  This plan gives us peace of mind in our retirement years.

You did a great job and went out of your way to give us exactly what we needed.  Thank you very much for your hard work and advice."

Hildegard & Aage


"Our sincere thanks for all of your time and effort put into our financial plan, and for the good and helpful advice."

Claudia & John


"... I thank you for all you have done to keep our investments growing and secure - a notable result given the recent market meltdown.  We're feeling very good in a time when many other retirees are worried about their investment portfolios and we thank you for helping us reach this goal."

Richard & Pauline