What Tom's Clients Say

I’ve known Tom Popielarczyk as an investment advisor for over 15 years. Over that time, I have always relied on Tom’s sage advice with respect to my investment account. I know Tom’s honest dedication is working on my behalf.

~ B. J. L., Business Owner

Do you remember the time we first met? I was still working downtown so it was pre 1995. It was at an Investment Seminar and you and I attended a session on Retirement Planning and I spoke to you afterwards because I was curious why someone so young was after info on retiring. That began our association which has been very, very satisfactory for me and I hope for you.

Last year my gross income was $10,000 more than my last year working in 1997. With your good advice Helen and I always took a conservative route for our investments and the results show that doing that will produce very good results if you stay in for the long term. Thanks again,

~ C. B., Retired

Thought it appropriate to let you know my appreciation of your thoughtfulness and attention on my account since you were introduced to me in 1996!

Wishing you all the best and success in your chosen career!

~ M. S., Retired

It is difficult to put into a few words all that you’ve done for me over the past several years. When we first sat down over 10 years ago, I knew that I needed help organizing my financial situation and I was pleased and confident that we could work together. What I didn’t realize, at the time, was to the extent I would come to put my complete trust and faith in you. Over the years you’ve consistently gone above and beyond for me especially when my financial situation changed and I truly needed your guidance and advice more than ever. I sleep better at night thanks to you. You’ve gone out of your way to ensure my peace of mind, including having to get yourself registered in another province and having to deal with me long distance! I honestly can say that I do not know what I would have done without you then or now. You are my trusted advisor and friend.

~ S. G.

“Over the past 15 years that Tom has managed my financial portfolio, he has done an excellent job outperforming any investments I’d had prior to Tom managing my account. Tom continues to review my account, contacting me with investment recommendations on a regular basis and now that he’s licensed to trade stocks has become my "one stop" investor. As a base service Tom goes the extra mile to ensure I’m maximizing RSP contributions, leveraging tax breaks, able to exploit market/stock corrects, while preparing for my retirement.

I’ve recommended Tom to many of my friends and co-workers who have also been impressed with Tom’s professional service”

~ P. P., PMP, Perkins Consulting Inc

“My wife and I signed on with Tom about seven years ago, two years before my retirement. I needed advice and direction to ensure that going forward into retirement our investments were managed effectively as well as other retirement issues addressed. Tom has certainly met our expectations and given us peace of mind. We find Tom very knowledgeable and approachable. I believe he has a sincere interest in his clients and have already recommended him to others.”

~ R. J., Retired

I have found Tom to be trustworthy, reliable, honest and dependable. I have complete confidence in him to take care of my needs. I have faith in his judgement at all times and he is always willing to listen to me as well.

~ E. W., Retired