Success Stories

Our clients’ success is the best measure of our own.
Read about how Advico has helped clients prepare for the future and protect their current assets.

Make taking big steps in life pretty easy

“Dallas, I just have to say thank you again – I took some time this morning to go through the binder you gave me and I’m very impressed with how well you’re taking care me but more importantly your attention to detail. I am very thankful the stars aligned in such a way that you and I were able to meet. You make taking big steps in life pretty easy. Without hesitation I will always refer you to everyone I know. Thanks again.”
Darci Nyal

One of the best financial decisions we’ve made

“Choosing Ryan as our financial advisor is one of the best financial decisions we have made. His unwavering professionalism, knowledge, personal integrity, and proactive approach has built our wealth on a foundation of trust and security.”
Steph and Les Wold

We are on the right track to financial freedom

“When my husband and I met with Chris Korte for a review of our financial plan we thought it would be an intimidating and somewhat boring experience…it was the exact opposite! Chris started off by asking questions to get to know us personally and shared personal information about himself which built trust and made talking about our financial future a lot more comfortable. We learned about different strategies to reach our retirement goals. Chris is a very enthusiastic, honest person and my husband and I feel secure that we are on the right track to future financial freedom!”
Crystal

Beyond the call of duty

“Dallas, We realized this morning that we had not sent you a written thank you for your super-hero efforts on our behalf, regarding the RRSP loan. So, in the place of having a fire-engine red Ferrari delivered to your home address, we would like to tell you how much we appreciate the effort you put in on our behalf. There really are no words to express thanks when someone goes beyond the call of duty and puts themselves into their work like you have done. This is a hard thing that we are tying to do but you have helped make it a certainty. If there is any way that we can be of assistance to you in the future, let us know. Thank-you very much!”
Catherine and Sheldon Ryan

My financial advisor genuinely cares

“For the first time ever, I feel like my financial advisor genuinely cares about my personal well being as much as my financial future!”
Brent A.

“Thank you” doesn’t seem to be enough

“You have been on my mind a lot over the past couple of weeks because my husband Dave & I recently re-newed our mortgage. You made such a difference for us that I just had to let you know. Talking with you helped us determine that consolidating our credit line and our mortgage is the way to go. The money we used to put down on our credit line will now go towards making extra payments on our mortgage, which will payoff our debt quicker. Isn’t that great?! I am ecstatic! We are so impressed with what we know now, and we owe it all to you sitting down with us, and giving us all the time we needed to understand it. We know what we are able to manage financially, and we discovered that we are on track to be free from debt in less than 5 years, maybe only 4!

“Thank you Dallas” really doesn’t seem to be enough, but we do thank you so very much. I can’t believe what a difference this has made for us! All this money stuff is still a little confusing, but we feel so good about what we understand now, and it is truly all thanks to you!”
Ann & Dave Wright

Extremely satisfied

“Jerrett and I have been extremely satisfied with the services Chris and the Advico team have provided for us. We are confident that we will be able to retire comfortably and will be able to provide financial resources for our children. We feel this wouldn’t have been possible without your hard work. Thank you all so much!”
Christine & Jerrett Hutchings

Trust, accountability, personal service

“Chris Korte provides service that is convincingly customized to align with both my current context and my future goals. I invest monthly and I trust that these resources are being managed in my best interest. I am also provided with regular reports so I can track the results of his advice and decisions on my behalf. Trust, accountability, personal service—works well for me!”
Maureen Parker

Advico

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