Testimonials

Testimonials

My wife wanted to consult with financial advisor but I had no interest because I couldn't see any value in it. We had our investments with another advisor who was providing some investment advice but as we were nearing retirement, my wife felt we needed more. She found Access Private Wealth and I reluctantly went along. WOW, I was wrong! The team at Access has added value in so many ways. As someone who was skeptical, I can't say enough about Access Private Wealth. They've helped our whole family enormously. I wholeheartedly recommend them.
– G. Chellew
Consultant
The team at Access Private Wealth has impressed me as a Financial Advisor because of their ability to provide sound recommendations on investments across the spectrum of stocks, mutual funds, income trusts and alternate investment vehicles. They have taken the time to understand my financial needs and sensitivity to risk and I feel very comfortable in working with them to regularly review and modify my holdings to reflect both market opportunities and risks. Access' style is very refreshing in that it isn’t dominated by making money for themselves through large commissions and they don't simply recite the latest “analyst’s picks”. Access is diligent about understanding each investment they recommend including the company’s management team and in many cases has allowed me direct contact with key personnel in the companies we invested with. I believe it’s very important to know and trust the individual you’ve selected to manage your investments, and I would highly recommend Access Private Wealth to anyone looking for an advisor who can be relied on to personally manage your investments as if they were his own.
– Dennis & Christine McCutcheon
Retired Executive
We don’t hesitate to refer clients to Access Private Wealth, and one reason is that they provide a key element our clients are looking for: comprehensive, all-inclusive service for one fee, so clients are never surprised by hidden costs. That’s really important. Another thing that sets Access apart is that they really take a family approach to the planning process – it’s not just about investment returns (although their investment performance has been very good). They work with their clients to build an understanding of what is important in each client’s life, including family and business concerns, and create clear, customized roadmaps to help clients reach their goals. Though Access Private Wealth looks closely at tailoring portfolio construction based on client goals, their wide-ranging service also includes overall estate planning and ensuring that clients are fully up to date with elements like wills and powers of attorney. Access can quickly call on allied experts to help clients with these matters, but does so only when necessary, so clients never feel as though they are being endlessly – and expensively – referred to yet another service provider. When Access refers to other experts, the team at Access is engaged through the whole process.
Access Private Wealth has great people. Their skills complement each other and provide a wider balanced perspective. Because they are not just advisors but also business owners themselves, they understand first-hand the issues relevant to business owners and know how to work with them. And they are backed up by a knowledgeable team that provides excellent customer service – clients have told us they genuinely feel that the Access staff cares and wants to help. This is a team that does what it says it will do and always finishes what it starts. So why do we refer clients to Access Private Wealth? Simple: our clients tell us they’ve never worked with anyone better.
– Adher Consulting
Business Consulting Services
Access private Wealth came with good referrals from friends and associates; however, initially it was a difficult decision for us to give up ‘control’ of our investments to a stranger. Over the past few years we have built a relationship where we debate the risks versus the rewards, but the final decision ultimately does rest with us. Managing for the long term is the purpose, so whether we get consumed by the newest market hype or downswing, Access is readily available to discuss our action plan and whether it is appropriate under the circumstances. Having professional help to structure and manage our portfolio was our best investment decision.
While the above could be applicable to many investment advisors, our working relationship is built on one critical factor – trust. Access has proven their ability through background investigations and the ability to understand our true needs to tailor opportunities that are unique to us. Ultimately, it is up to us as clients to make the final decision. There is no pressure to commit or oversell.
Last, and not least,the personal style and genuine interest that Access displays makes it an enjoyable task.
– Dave & Nancy Hammond
Marketing Manager
Prior to my relationship with Access, I had been working with a financial advisor at one of the “Big Banks” but still felt I needed to take an active role in my financial plan to ensure my needs were properly taken care of. As my portfolio grew and these needs changed, my old advisor was not able to offer me the products and services I required. Also, I found I did not have the time to effectively oversee what he was doing. Access' plan for my family provided the proper mix of investment, insurance and tax advice that allowed my portfolio to flourish. I no longer feel the need to be constantly watching over my accounts and the time I do is typically spent in discussing various opportunities and strategies with the team at Access Private Wealth. They are always reachable to answer questions and their professional attitude makes me confident my long term goals will be reached.
– Brian & Jane Byers
Trader
We have great confidence in the Access Private Wealth team. Their strategy in investment planning is very good and is in step with our investment ideas. We have had several other well-known investment advisors and none of them measure up to our expectations, where the group at Access Private Wealth does.
We have been more than pleased with the quick and reliable responses we have received from Access' qualified staff. We moved to Access Private Wealth for their higher levels of service…and boy did they deliver.
– Raymond & The BOSS
My wife and I have always been with a major chartered bank. Notwithstanding some qualified personnel, we felt that the bank’s primary focus was attracting new business, with less emphasis on customized strategies for our personal portfolio. When we began considering a move, we interviewed several different financial houses and specifically looked for an investment advisor who had the appropriate credentials, as well as a track record of upgrading them. We felt most comfortable with the team at Access private Wealth. We have moved over fully to Access and feel that we’re in the capable hands of a professional. Our objective has been met, with exposure to many new and exciting ideas and options, with the benefit of not being pressured to participate. We really like Access' accessibility and just being able to talk to them, anytime. We feel strongly that we’ve made the right choice and hope to be with them for a very long time!
– Richard & Gloria Williams
Vice President
The service Access Private Wealth provides is simply the best. When I refer to Access, my clients say they are comfortable with the team at Access Private Wealth right from the start and they quickly learn that Access always has their best interests in mind. I think one of the things that sets Access Private Wealth apart is that they truly get to know their clients. By really understanding a client’s whole family and financial situation, Access can ensure that all the recommendations they make are suited to their specific needs. Their advice on investments is always sound, with the investments chosen being best-suited to the client’s goals.
Clients have also mentioned that they really appreciate not having any sales pressures dictating what Access recommends to them, and that the process is service driven, towards their specific goals. We’re always more than happy to refer people to Access because we are 100% confident that they will take care of the client, their family and their money – and treat them well in the process. Simply put, we refer to Access Private Wealth because our clients come back happy.
– Steve Ackroyd
Accountant
Thanks for the information. As usual keeping us informed.
I would also like to thank you for what you have done to our portfolio in the past few years. Both Dawna and I are very happy how things have turned out in terms of your timely advice and persistence. Thanks to you we managed to double our net assets, this is so much better than what I was able to do on my own for the past 10 years.
We enjoy working with you and have recommended your services to family and friends. Keep up the good work.
– Alex & Dawna Saba
Occupational Therapist
I was looking for a Financial Adviser to provide direction to our investing. Your advice on the use of tax efficient products, such as CMP, and income trusts is exactly what I was looking for. Any questions I had were answered patiently and sometimes more than once. I believe you have tried to provide a balanced long term approach that encompasses my family’s total financial needs, not just investing strategies.
– Steve Troch
Pilot
One of Access Private Wealth’s greatest skills is that they take a holistic approach to dealing with every client – they really look at the big picture, taking not just investments but everything else in the client’s financial life and family situation into consideration. One of the reasons Access can do this is that they meet with clients every quarter so they can stay up to date with any changes in a client’s situation, whether financial, business or family. This deep knowledge of their clients’ circumstances allows Access Private Wealth to use a detailed planning strategy tailored to each client and it’s one of the primary reasons we refer people to Access. The team at Access really understand that it’s not just about bigger returns, but about making sure everything’s working to best advantage.
Another one of Access Private Wealth’s real assets is that they truly understand tax and how to use various strategies. And they can do this not only for individuals and families but also for business owners, so we’re always quick to refer owners and entrepreneurs as well. Access knows how to survey every opportunity out there, including pension plans for business owners and opportunities to increase wealth through insurance, so that business owners and entrepreneurs can focus on running their business, knowing that Access Private Wealth has a firm handle on the financial side of things in the client’s business and personal life. Clients we have referred have told us they really appreciate this.
– Tom Yanush
Accountant
They make it personal and unlike many other firms, they actually sit down with you every quarter.
– M. & J. Medelko
Retired Executives
I’ve had 3 previous financial advisors, and Access is so good this will be my last move
– R. Ramsay
Executive