We invited Teresa as our financial advisor to manage our finances more than 20 years ago. My wife and I started with limited assets. Teresa advised us to shift the focus of our financial plans to a more holistic and long term approach: (1) From keeping any eye on the immediate tax refunds to saving for retirement in RRSP which we thought was too far reaching at that time (2) From ignoring savings for our children’s post-secondary education to start contribution in RESP when they were very young Teresa serves us diligently over the years in the following ways: (1) Patiently reminds us on unique financial matters (2) Actively inspires us on different strategies (3) Provides objective and custom-made blueprint to serve our future needs (4) Implements practical and detailed plans that can withstand turbulent market conditions. Perhaps I should say: Teresa accompanies us to actively step forward in reaching our financial future with confidence. Over the years, Teresa has made us more aware of her sincerity to people, seriousness in carrying out her duties and consistent style of service. In preparation and arrangement of my retirement, her responses help us achieve peace of mind. Teresa has indeed won our trust. Teresa, thank you.
Teresa Yeung has consistently gone above and beyond with helping manage our financial portfolio for over 10 years. Her advice focused on the needs of whatever life stage my husband and I were at, whether it was during our working years with raising a family to being empty nesters and still being able to provide support to our children and grandchildren. For the last 10+ years, Teresa has become a family member to us. We highly recommend Teresa as your financial planner for whatever stage of life you’re at.
— C.B. and M.B.
Right from the time when Teresa Yeung began managing my financial portfolios she made me feel like I am more than just another client. In addition to being highly knowledgeable, Teresa is very approachable and is always prompt in responding to my inquiries, big or small. Over the years she consistently takes the time to understand my needs when recommending investments to ensure they are suitable to my short and long-term goals while keeping in mind my risk tolerances. And now after more than 10 years as my financial planner, Teresa continues to deliver quality service and I look forward to her managing my assets for many more decades to come.