Client Testimonials

"Frank has been our advisor for over 15 years and has been instrumental in helping us establish investment objectives and a financial plan. We meet at least annually with him to review our financial plan and to ensure we are on track with our retirement planning objectives. During the 2008 financial crisis, when there was a lot of fear and uncertainty in the industry, Frank provided us with timely updates on the industry and guided us through one of the worst financial and economical downturns in our lifetime.

We feel Frank listens to our financial concerns and makes us feel comfortable and at ease. Thanks to his genuine and solid advice, we have made the right investment decisions based on our individual risk profiles and expect to meet our retirement goals." - Monica and Vince

"My wife and I have been clients of Frank Dakos since 1995. Our portfolio has certainly grown during this time period, a fact which we are most pleased with. There are a few things, separate from returns though, which we are most appreciative of.

Frank has always been available to explain the Ups and Downs, which our economy has experienced these past few years. He has been very calm and reassuring. Consequently, we have never felt alarmed as to the state of our investments. While there was a drop off in value following the turmoil of 2008, the value of our portfolio has increased steadily since then and today it is once again earning sound and solid returns.

The staff of Frank’s office are equally friendly and supportive as well. Our relationship with both Frank and his staff has always been good. It has been comforting to have experienced a positive feeling about our investments with people with whom we trust. We highly recommend the services of Mr. Dakos and his staff." - Michael and Veronica Brennan

"Frank has been my investment portfolio advisor for 15 years and has done a tremendous job for me. This has included designing a program based upon my profile, needs and risk tolerance. I have not hesitated to recommend Frank and his services to others, including members of my family. Frank and his staff are always welcoming and happy to respond to questions I have." -  James Phillips

"That's what impresses us the most, no matter how busy, he always has time to listen and catch up to our life. His team is courteous, knowledgeable, always ready to help us, and they know us by name when we call or come through the door. We feel we are treated more like family than customers." -  R+L (Business Executive) Waterloo

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.