I have always believed that, for the most part, one brokerage is the same as the other but that it is the advisor/people that make the difference. I have had an account with Dave for over 10 years, having “followed” him when he changed companies several years ago, as it was working with him that was important to me not a specific firm.

Where Dave differentiates himself is that he takes the time to understand my needs and goals, and then crafts an investment plan that meets those needs. To date, he has exceeded both my expectations and the market. I believe the strategies that are in place in my portfolio will serve me well in both upturns and downturns – I can sleep at night!!

I have recommended him to several friends and associates, many of whom have started working with him.

D.R. – Chilliwack, B.C.
 

I believe that, for the most part, one brokerage is the same as the other but it is the advisor that makes the difference. My wife and I have had an account with Micah Anderson for more than 5 years. We "followed" him when he recently changed companies, because it was working with him that was important to us, not the specific firm. In our opinion, where Micah differentiates himself is that he takes the time to understand us, our needs and goals. He then crafts a personalized retirement and investment plan that meets our requirements. To date, he has exceeded our expectations. We are confident the strategies that are in place in our portfolio will serve us well, in both upturns and downturns.

We would highly recommend him to anyone that is looking for an open and honest advisor who holds their best interests at the forefront.

P. and A. Andrews

I’m very pleased with the individual care and attention I have received from David over the past 9 years. His conservative advice has allowed me to sleep well through several “hiccups” in the market and, at year end, my portfolio always seems to have grown quite nicely.

J.B. – Surrey, B.C.

David Gradidge has proved to be an excellent financial advisor. I am very happy with both the kind of investments that he recommends for my portfolio and the returns that they bring me. Beyond this, David is warm, caring and personable, it’s a pleasure to work with him.

J.R. – White Rock, B.C.