What Clients Say

''You and your team are the best! We appreciate the one­ stop service for investing, financial assessment and retirement planning - even estate questions. Again and again you have proven that we can count on you... and we do. Your professionalism and personal attention make the biggest difference.”
Anne, client since 1994 and Barry, clients since 2004

“We've been with the Delfino team for over 25 years and have found their expertise, guidance and excellent customer care to be invaluable. They have skillfully helped us to navigate our retirement investments, RESP planning, tax optimization, estate planning, and more. We've recommended their services to friends and family for years now and continue to do so without hesitation.”
Lori and Hugh, clients for 26 years

“After more than 10 years of The Delfino Group guiding us through saving for retirement and expertly managing our portfolio, as well as offering sage, timely, and considerate counsel on various financial matters, we feel confident our financial health during our recent retirement will continue to be robust and expertly managed for many years to come.”
Gord and Jackie

“The service The Delfino Group provides is invaluable. Whether it be planning for retirement and income, university tuition, estate planning, or borrowing needs, they are with you every step of the way. Thank you for your incredible service and guidance.”
Luke and Stephanie

“We value your no-pressure approach, how accommodating you and your staff are, and your consistent approach to investment."
Jeanne, client since 2000

''I am very pleased with your service. Your assistants are very efficient, courteous and always friendly. You take the time to explain everything to me. Thank you!''
Nicole, client since 1996

“You are all very proactive and able to set up meetings on short notice to address time-critical issues that may arise in the portfolio, as well as tailoring info to facilitate tax preparation. You also provide informative and relevant webinars to educate clients in pertinent topics.”
Ralph, client for 28 years

"We find it really valuable that you and your team are always ready to help or meet with us to answer our questions.”
Mr. & Mrs. T, clients since 1999

“Paul has been our investment advisor for over 30 years and as we like to say “we have grown up together”! During that time Paul and his team have provided personalized advice and guidance to ensure our investment strategy aligns with and supports our retirement goals. All too soon we find ourselves retired and the Delfino team has made the financial transition seamless and stress free.”
Dave & Janet