“I have been working with Summit Private Wealth for close to a decade. Their team has guided me closely at every stage of my financial journey, with a patience, consideration and expertise that has made the process not only a pleasure, but also a great success. I cannot recommend Summit Private Wealth highly enough.” – Mr. Dan P., President, Marketing
“We wish to thank and compliment Summit for providing us with stable investment products over the past five years. They are very good listeners and go to great lengths in reviewing our goals, which allow us a more peaceful environment. They are in touch with us several times per year offering a continual service. Having trustworthy consultants offers us investment clarity and peace of mind.” – Mr. Percy & Mrs. Barbara B., President, Brokerage
“Gestion Privée Summit est notre conseiller en placement depuis maintenant huit ans. Il nous a toujours offert un service hors pair et nous a accompagné tout au long de notre démarche financière et pour la gestion de notre patrimoine. C’est quelqu’un avec qui nous avons bâti une relation de confiance et avec qui nous pouvons avoir des discussions ouvertes à propos de nos finances et de nos objectifs. Il nous offre les produits qui correspondent le mieux à nos besoins et propose des solutions de placements novatrices. Gestion Privée Summit nous à également permis d’avoir accès à d’autres professionnels lorsque nous avons eu besoin de conseils dans d’autres domaines, comme des avis juridiques ou encore en droit corporatif. C’est un spécialiste des valeurs mobilières qui est à l’écoute de sa clientèle et qui est toujours disponible pour des rencontres. Nous espérons pouvoir compter sur les services de Gestion Privée Summit pour encore de nombreuses années.” – M. Normand J., Analyste, Recherche
“Most of us have been there – the investor looking for the conscientious, proactive, professional financial advisor – and caught instead by that “advisor” looking to gain a new client, sell a few mutual funds and then move on to fresh pastures perhaps to be heard from once or twice per year when opportunity knocks. Such was my experience as well until I met Summit 6 years ago. Summit turned out to be that elusive , proactive advisor I had been looking for all those years, the type of advisor who actually advises and follows up on my portfolio on a regular basis, the type of advisor you feel is giving you personalized, individual attention. My portfolio has been performing extremely well these past 6 years and I feel happy and secure in my retirement.” – Mr. Wolf K., Successfully retired GM, Industrial
“Summit has been my financial advisor for almost ten years now. They are very knowledgeable about the market, its opportunities and risks. Most importantly, they listen and know their clients and they are able to recommend strategies which suit their needs. I highly recommend them for their professionalism, integrity and the results their sound investment strategies yield.” – Ms. Johanne C., Successfully retired HR Manager, Telecom
“With ever-increasing choices and complexities related to investment choices, my husband and I have trusted Summit’s strategic guidance for many years. Whether our family situation changed or if there was significant changes in the financial landscape, Summit would contact us to make portfolio adjustments to keep our financial goals on track. Their knowledge and years of practical experience have enabled us to make informed decisions to meet our financial objectives.” – Mrs. Helen W., Professional Writer/Freelance Journalist, Print/Media
