Client Testimonials

"Chris has been our families' financial planner for over 5 years now. He has delivered professional advice on investment planning, retirement planning, ways to pay less income tax & life insurance. He works closely with our accountant and lawyer to keep our financial plan on track. We recently had our annual review with Chris and he wowed us with what our investments and pension's have been doing since we have entrusted him with our plan for life.

Not only is Chris an excellent financial planner, but he is always looking for ways to refer business back to me and my husband. He goes above and beyond to help his clients. Every once in a while I send Chris a gift card to thank him for referrals he has given to me, and he has asked that instead of giving the gift card to him, we put that money in our girls RESP's. Now that is someone who puts others first.

Chris's ability to educate us on our planning superexceeds any expectations I have regarding financial planners. He is very smart, honest, trustworthy, loyal, and just gets customer service. I have no hesitation referring clients, family and friends to Chris in the past present or future.

Chris, thank you for everything you have done for our family." - Crystal Mamchur, iMortgage Solutions

"Chris Korte has been my financial advisor since 2007. During this time, I have been impressed by his diligence, intelligence and concern for my financial situation. He has given me great advice and helped me build a successful portfolio. He is a man of integrity and strong moral character. He always has time for my questions. He has been invaluable to me and I have recommended him to numerous friends and colleagues. It is a pleasure working with him." - Lana Wilkins