Client Testimonials

"Some years ago when I pushed my own boat out from the safety of the corporate shore, I saw losing my pension and other forms of long-term financial security as the greatest risk of the venture. Daniel drafted a financial plan for me and has monitored it ever since, leaving me free to concentrate on running my business. I now have more security than I ever had."

Jeffrey Smith-
President & CEO,
Database Analysts Ltd.

"Daniel helped us evaluate our future plan and improve it by making us think about issues we hadn't even considered. Now we have a clear investment program to follow and the peace of mind that our financial affairs are in order. It's a good feeling knowing that he's on our team, and not busy trying to sell me something."

John Campbell-
President & CEO,
Toronto Waterfront Revitalization Corp.

"Daniel helped me understand what I needed to do and showed me how much I need to save and where. As my financial planner, he has helped me understand the important issues, introduced me to the right investment advisors and helped me make decisions that will benefit me both today and in the future."

Dr. John Doucet-
Doucet Orthodontics

"Last year we saw some promotional material from Daniel Stronach in the Dental Journal and decided to return the reply card for more information. We were at the point in our financial management that we felt our needs were getting greater than our ability to look after them.

We met with Daniel and discussed our long term goals, investment objectives and financial needs. After this initial meeting we decided to have him do both an income / expenses profile and a projection of our assets. At this stage we met again to discuss the findings and listen to his recommendations. We dealt with the asset mix, the asset management people and the total fee schedule.

Daniel listened to our concerns and we were impressed with his conservative approach to projected returns. He carefully explained some financial terms as well as risk factors etc. for us.

One of the things that intrigued us the most was the fact that as a financial planner, he had no vested interest in the management of our portfolio. In other words, he wasn't selling any investments but rather was billing for his expertise in finding the best management for our investments. Daniel acted as a facilitator between ourselves and the funds manager, T.D. Quantitative (the people who do the actual money management). He arranged a meeting with these people and we found it to be most interesting and informative. Again, terms were explained and our questions were answered.

Now, several times a year, usually after receiving our statements from T.D. Quantitative, we meet with Daniel to review our portfolio. We have found all the people we have dealt with to be very approachable. It is with confidence that we write this letter of recommendation for Daniel Stronach and the Stronach Financial Group."

Anne Shantz and Malcolm Shantz,
DDS

"Daniel took the time to listen to my particular problems and demonstrated a true understanding of my business and personal financial situation. We projected into the future where I was headed and what I had to do. We developed an on-going and rewarding relationship since our very first project."

Bill Robb-Principal,
Henderson-Robb Group