Don’t Just Take Our Word Listen to What Our Clients Have to Say

  • “Sophia’s management of my investments allows me to focus on other aspects of my life. I am so grateful for your expertise and competence.”

    Bruce T., Client

  • “The Sophia Team earned our complete trust as they explained how we can live within our financial means. Our Sophia Way retirement plan addresses our income needs, so we can move forward confidently now and in the future.”

    Wendy L., Dental Hygienist and Allyson P., Animal Activist – Vancouver, B.C.

  • “Sophia's focus on women investors was instrumental in my move from the male-dominated and ineffective experience I had elsewhere. Their integrity and transparency are apparent in all that they do.”

    Marlene D. - Career Advisor, Vancouver, B.C.

  • “The Sophia Way allowed my husband and me to build a comprehensive financial plan and investment strategy that addressed our varying risk tolerance and our mutual life goals.”

    Sonia B. - Therapist, Courtenay, B.C.

  • “It wasn't just about the numbers. They saw me as a person and put everything in the context of what my investments will mean to my life after my marriage ended and how I could support my lifestyle."

    Karen R. - Teacher, Vancouver, B.C.

  • "When you took over our account, you presented us with a level of personal service that we had not experienced before. You took into consideration our entire financial situation and spent considerable time with us to get to know who we were as people. You prepared a retirement plan based on our goals and our risk tolerance level. You have proven to be worthy of our trust, and we look forward to our continuing relationship."

    John and Ann B. - Retirees, Burnaby, B.C.

  • "Thank you so much!!! Besides much incredible information, tips, and encouragement that I took away from our appointment, one thing really struck me deep and still stays with me was the question about ‘Does anyone care?’ And though I think I have a few people who care, what is overwhelming to me is that you came out of nowhere and you genuinely cared about my situation. I want to applaud you for that. You take a huge risk to help me out. You don't know too much about me, but the kindness and support you poured my way are just unheard of. I never received this caring even from my family, and I usually have to earn every ounce of help that I can find. So, THANK YOU so very much for your incredible instinct and insight. Your help means so much to me."

    Rashmi S. - Mentee, Vancouver, B.C.

  • "You make a big difference in people’s lives. Thank you."

    Nancy N. - Client, Vancouver, B.C.

  • “The time you take to listen, share your experience, offer guidance and feedback and place your confidence in me is invaluable. I will continue on my path knowing I have you rooting for me.”

    Jennie B. - Scientist, Vancouver, B.C.

  • "My husband and I are so impressed with how you did our annual portfolio review. You have a great team, and we feel so secure about where we are headed now. Not just that, we understand the numbers and feel peaceful knowing you are watching our investments so closely. Thank you so much."

    Marianne and Ken B. - Business owners, Vancouver, B.C.

  • “Thank you as always for your guidance, support and honesty. I feel very grateful to have you in my life.”

    Ellen M. - Client, Vancouver, B.C.

  • “We very much appreciate your support of our events that provide opportunities for education and training of our women members. You have been instrumental in helping us fulfill our mission of promoting, encouraging and empowering women and girls in science, engineering and technology.”

    Anna S. – Past President, Society for Canadian Women in Science and Technology, Vancouver, B.C.

  • “Thank you for taking the time out of your busy schedule to meet with me today as well as provide me with the referrals. Your knowledge and expertise about divorce, as well as the suggested plan for me, have given me direction to finally deal with outstanding and ‘mind consuming’ issues. I have renewed hope to move on and build a new life - something that I now realize I desperately needed. Your kind words and encouragement were much appreciated.”

    Sandra T. - Client transitioning through divorce, Coquitlam, B.C.

  • “I am already feeling better. Thank you so much for being there to kick me in the bum. Sometimes a 48-hour period is what I need to work through ‘stuff’, and I know I am in a rut – ok a big rut. I have tried unsuccessfully so far, going through the paces but not truly believing in myself or the process. So with that in mind, I have called and have had an appointment with a career advisor and a counsellor. I appreciate your support. You truly are a guardian angel. I hope someday I can be of help, not just to your clients or charities but to you too.”

    Linda M. - Researcher, Nelson, B.C.

  • “I wanted to thank you so much for helping me get through this most difficult year while I separated from my husband of 22 years. From the first time that I met you a year ago, feels like a lifetime ago, your wise words have resonated with me as I go went through such an enormous life transition. I still can hear you say that we have to look after the 90-year-old financially, even though I am only 50. I have come from the ‘darkness into the light’ financially and ‘walked through the fire!!’ I am now finally signed off with my former partner and thanks to having met with you in June, I am able to stay in my house for the next few years, having renegotiated my mortgage to a rate that lowered my payments. The house is in my name at your suggestion, and your guidance was invaluable. I have many friends that are supportive, but your wise words and action plan have made the biggest difference in where I am today. If you ever need anyone to give a testimonial about what you offer, please get in touch with me. I look forward to more workshops in the future and will continue to move through this journey as a strong and capable person.”

    Laurel M. - Workshop attendee, Squamish, B.C.

  • “Thank you for your presence in my life! Beyond the incredibly helpful guidance and wisdom you offer to me financially, I value your view of the world. Your sense of giving and service, your calm, grounded nature and your genuine warm ‘live life to the fullest’ nature make each meeting a joy!”

    Joan R. - CEO, Vancouver, B.C.