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Client Testimonials

Here's a sample of what our clients have to say about us:

 

"Warren Mackenzie has provided very valuable & objective advice. The financial plan he developed was especially well thought out. I highly recommend Warren's services"

C.Arbez Port Credit, Ontario.

 

"I feel that I was very lucky to find Second Opinion Investor Services. They reviewed and analyzed my portfolio and provided totally unbiased opinions and suggestions. As a result of following their advice, I took steps to revamp my investment strategy and give myself a lower risk portfolio. I am extremely happy with their service and grateful for their help. It was worth every penny I spent and a lot more. "

K Brdlik, Brechin

 

“It is my pleasure to write a recommendation for Mr. John Home. He provided financial services advice to me and I had an opportunity to interact with him on a number of occasions both via telephone and email/computer links. He was professional at all times but also very personable. Moreover, he clearly was knowledgeable and took care in collecting of relevant information. His integration of the information I provided was excellent. He provided a thorough and critical financial analysis with practical recommendations. Whenever, I had questions or was unclear on an issue he was patient and accommodating. He also followed up reliably and punctually. I would recommend him without reservation."

Dr A. Schweighofer, Burnbay, BC

 

"The key to receiving and using good investment advice is working with people like those at Second Opinion and coming away knowing you have unbiased, fair and honest information to deal with in making your own decisions now and in the future."

L. Mitchell, Markham

 

“John helped de-mystify financial planning for me. We worked collaboratively to identify my short and long term financial goals, which served as the basis for a thorough financial analysis and a comprehensive investment plane. Thanks to John, I learned how to reduce fees and risk and when to optimize my portfolio. I would recommend John to anyone looking for an unbiased opinion. Before meeting with John, I felt overwhelmed by all the options and information available to investors. Now I feel much more in control of my financial plan."

M. DiNunno, Toronto

 

"Warren MacKenzie at Second Opinion gave clear, easy to implement and unbiased recommendations regarding my investment portfolio. These were unique and very useful."

R Desai, Toronto

 

"It was very frightening to be 50, newly separated and now the owner of a large portfolio with no knowledge of the financial world. This portfolio needed to make an income but I didn’t know if it was properly invested or if it should have been doing better. Warren's book, 'A Second Opinion on Your Finances’ was recommended to me 3 years ago. Since then, Warren and his team have run several very professional performance checks on my portfolio. The reports made it clear that I need new managers and now Second Opinion is giving me confidence that I will not make a mistake in selecting my next investment advisor."

J. Brown, Oakville

 

"The Second Opinion services are valuable in that they provide people like me (who are not financial gurus but who have some understanding of their own financial situation) good advice and insight on the "big picture". When I read the reports, sometimes I give myself a pat on the back because I know I'm doing the "right things". It's also an easy way to stay on top of what's going on. Keep up the good work!"

P. Tam, Richmond Hill

 

"Over the last few years, by working with Second Opinion I have had more ‘financial peace of mind’ then ever before. After updating my financial plan and making some changes to my strategy, I now am 100% confident that I am in the portfolio that is right for me."

D. Eleoff , Toronto

 

"While we have excellent investment professionals working with us, we needed objective and unbiased advice on broader issues of financial planning, asset & geographical allocation and performance metrics. At Second Opinion, we were able to get that from an experienced team whose fee for service model is tightly aligned to the client's interests."

M. Remtulla, Richmond Hill

 

“John was very easy to work with and responsive to our needs and concerns.”

V. Bales, Toronto

 

"Thank you for the comprehensive financial plan and detailed discussions. It was refreshing and encouraging to get an unbiased opinion with fresh insight on my financial picture. Looking forward to our next discussion."

D. Salvadori, Toronto

 

“John Home and Second Opinion demonstrated value to us in our financial strategies. We feel now we are on the right footing."

S. Causi, Richmond Hill

 

"Before coming to Second Opinion I suspected that I was over diversified with far too many mutual funds. Second Opinion confirmed the problem and since then I’ve taken steps to simplify my portfolio and reduce management fees. The one-time fee was a good investment."

T. Symons Toronto

 

“Second Opinion’s portfolio review confirmed some concerns I had with my portfolio and gave me the confidence I needed to take corrective action. The review also brought my attention to some issues I hadn’t been aware of. The entire experience was free of sales pressure and because they do not manage assets or sell investment products, I didn’t have to worry that their recommendations had a hidden agenda.”

R. Taub, Toronto.

 

"For me, the “Second Opinion” experience was a lot more than the name suggests - it was a complete financial overhaul: excellent and unbiased advice provided by a caring and consummate professional."

J. King, Toronto

 

My wife and I unburdened our financial souls through the Second Opinion process and are very pleased with the results. We returned to our advisor equipped to encourage him on several financial strategies he was taking on our behalf. We were also equipped to get him to take a more conservative approach on others, particularly in terms of upping the percentage of fixed income and bonds in our portfolio. I could tell he was really impressed with our sudden increase in financial sophistication!

D. Bastian, Toronto

 

“John Home is an excellent advisor. It was a pleasure to work with him. He is extremely knowledgeable, very focused, committed and detailed in his process. The result that John provides is pragmatic and informative. I was a difficult client as he had to chase me down a lot. John was so on purpose with my account. I very much appreciate working with him and will return for an yearly update as this is to my advantage.”

L. Taub, Toronto

 

 

“I asked John for help with my financial portfolio. John provided me with a detailed strategy to correct many flaws in my existing plan and opened my eyes to a better financial portfolio design. I shall follow John’s advice”

G. Wheeler, Surrey, BC

 

"Second Opinion pointed out that I was taking much more risk than necessary to meet my needs - now I am sleeping better at night- and for me this means I got real value for the fee".

J Pattinson, Bancroft, Ontario

 

"While previous financial advisors were selling product, Second Opinion recommended a realistic plan that addresses our entire investment and retirement goals. A seemingly complicated matter was made understandable. We have just now started our retirement with understanding, confidence and peace of mind."

L&L Cooke, Ottawa.

 

"The Second Opinion quarterly meetings have been great. I’m too busy with work to deal with personal finances and it worried me. I’m confident now because with expert third party portfolio monitoring I’ll know whether or not my advisors are adding value. If they’re not I’ll be able to correct the problem before I’ve wasted money through years of underperformance."

P Easthope, Newmarket

 

"My parents portfolio was distributed across two investment advisors with no overall view on risk, fees, asset mix. Second Opinions helped us define our investment policy and set a benchmark for judging the performance of our investment firm and we saved money on fees. A Great investment!"

D. Cooper, Aurora

 

"Second Opinion prepared an easy-to-read document and spoke to me in layman's terms to help me to understand my personal risks in investing and my potential gains. As well they helped me to project when I can retire and how long my money might last. I felt calm and focused afterwards and remain so over a year later. It is nice to know my money is safe and earning for me and that I really will be able to live the rest of my life on my investments whether they are in RRSP's, mutual funds, stocks, or real estate or a combination of these. "

L Christensen, Oakville

 

After a potentially disastrous relationship with a money manager I began handling our portfolio personally. Despite good results, one is always concerned about risk and market turndowns. The Second Opinion review of our portfolio focused on risk reduction and balance. It was professionally done and good value for the dollar.

M. McElhone, Kitchener. Ontario