Testimonials

• "... extreme knowledge and busines practices."

  This is a short note to express our complete gratitude to Dave Franklin for his extreme knowledge and business practices in repeatedly guiding my husband and myself through our financial decisions for the last six years.
  
  Also his capable and friendly assistant, Sue Haviland, who attends to every detail so professionally

  Terry and Dorothy Holland
  Aurora, ON
  
  
• "... explains every detail that you may need to know and how to invest your money wisely."

  Dave is a person who is understanding and very helpful. He explains every detail that you may need to know and how to invest your money wisely. Also how the financial data is going up and down. Dave is a very trustworthy person and always directs us in the right way when we need help of knowledge towards the market. When we call Dave he always takes the time to talk on the phone to us. We have known him for many years and has handled our business. We are so glad to have him direct our choices. We rely on him a lot. Dave does a terrific job on helping his clients.
  
  Thanks a lot Dave

  Mary and Bill Johnson
  Alliston, ON
  
  
• "... Smart money manager.Very honest and trustworthy."

  We have known Dave Franklin for 25 years.
  
  Very knowledgeable about financial matters.
  
  Invested small amount initially and soon grew.
  
  Smart money manager.
  
  Very honest and trustworthy.
  
  Always there when you need answers and makes it his business to find out answers for you.

  Gerald and Mary Kelly
  Mississauga, ON
  
  
• "... listens carefully to our ideas and finds a way to implement them to meet our needs."

  Dave has been our insurance agent for over 25 years. Through this period we have dealt with him for both insurance and investments. He always takes considerable effort to make sure that we understand the details of the insurance coverage and also the investments. He listens carefully to our ideas and finds a way to implement them to meet our needs. We have placed considerable trust in Dave and feel comfortable with our scheduled meetings to update our various plans. We look forward to continuing our long standing relationship with Dave.

  Diane and Fred Nixon
  Bracebridge, ON
  
  
• "... outstanding knowledge of the financial and insurance industries... "

  Dave Franklin is our Financial Advisor and our family friend. He brings outstanding knowledge of the financial and insurance industries and is able to explain the complexities in a manner easy for us to understand. He appreciates that we have busy work and family schedules and is flexible to met when it is convenient for us. He takes an active interest in our family providing recommendations to improve and adjust our financial stability as we grow. Dave is approachable and down to earth and is genuinely interested in our day to day lives. Dave keeps in contact regularly and sends us information, tips, and updates on the industry to keep us informed. Dave's personality, rapport and ability has developed into an absolute faith and trust with his service and capabilities. While we have experienced other Advisors in the past, Dave's honest upfront support combined with his genuine interest in our family as established a long term relationship with us.

  Charles Jansen
  Bolton, ON
  
  
• "... has increased our portfolio despite the ups and downs of the marketplace."

  Dave has been our financial advisor for 8 years. He is professional, honest and easy to talk to. His excellent knowledge of the financial world has increased our portfolio despite the ups and downs of the marketplace. He takes the time to explain everything thoroughly at our annual review, and gives suggestions to build a better portfolio. Dave's monthly newsletter keeps us up to date on financial news. We value Dave as our financial adviser and trusted friend.

  Chris and Joanne Brown
  Bolton, ON