Should Someone Other Than You Decide How You Work With Your Financial Advisor?

Working in the Canadian financial services “industry” means dealing with all kinds of regulatory bodies covering and intersecting every spectrum of finance in Canada. I have been told by an…

The Hole At the Bottom Of Our Income Bucket

I’ve had my cell phone for almost 3 years. Its relatively old technology and it’s not something I can engage in conversation about with a group of friends. It could…

Carey has been my financial planner since 1989, when I moved to Vancouver. Since then he has been providing me with sound financial advice. I am particularly impressed by two things about him. One is his professionalism. He is very knowledgeable about what he has been doing and I totally depend on him in terms of managing my financial matters. The other is his respect to his clients. In spite of my modest portfolio, he always showed his interest and gave me options to build a better portfolio. I would recommend Carey to anyone.

Tomoko Kakehi, Successfully Retired UBC Librarian (Richmond, B.C.) June 21, 2018

I like your approach to making my funds grow at a steady pace. Who needs the wild swings which only cause indigestion and sleepless nights. I can call you at any time to ask your opinion and advise.

Allan Davidson, Marketing Manager, Teck Corp., Vancouver, B.C. - client since 1995 June 21, 2018

Although I pride myself on having a good knowledge of financial matters, when it comes to my own finances, I trust in the professional financial management services provided by Carey Vandenberg. Carey has taken the time to get to know me and my financial goals. He has access to financial alternatives that have fit well in my portfolio and his reliability and thoroughness give me the confidence not to worry about the day-to-day management of my financial portfolio, which has grown surely and steadily despite the ups and downs of the marketplace. So just as a doctor shouldn't be his own patient, or a lawyer his own client, I am not my own financial advisor - I leave that in Carey's capable hands.

Jim Slater, CEO, Diagnostic Services Of Manitoba Inc. - client since 1991 (Winnipeg, Manitoba) June 21, 2018

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