Oh my gosh, I feel so self-conscious when it comes to self-promotion. But alas, since prospective clients ask me about my strengths and so on, I thought it would be best if they got the information directly from the source – some of my clients.


This is a note of thanks to you for your very quick response to reviewing my current status with my life insurance policies and making some excellent early recommendations on what direction to move in. I also really appreciate how you listen to my concerns and where I’d like to go at this stage in my life and talk to me in terms that I can understand offering me a number of options. Thanks for your patience and understanding!V. Folliott


With regular communication and guidance, Jacqui keeps me informed about my investments. I greatly appreciate the way she has helped me to understand the process. K. Burkowski


I have been a client of Jacqui’s for over 20 years. In fact, she was my introduction to investing for my ‘golden years.’ Patience is one word I would use to describe Jacqui’s business style. She took the time to explain things, again and again. Competence is another word – she knows her stuff and my nest egg is growing nicely. S. MacKinnon