Good explanations of options. Good approach to spreading risk. Keeps monitoring the distribution and performance and makes proper suggestions (when needed) to update based on changed economic or market conditions.
December 2023
Very personal touch and understanding of my needs, wants and level of risk. Amazing job at educating me on the options available and allowing me to take some time to think and come back with questions. Never a high pressure approach. Highly recommend this team
December 2023
Alex from Mcadam has been extremely helpful in getting is on track and planning for retirement. When we have questions he and the Mcadam team have been able to also answer our questions while we plan and manage our finances.
Good explanations of options. Good approach to spreading risk.
Keeps monitoring the distribution and performance and makes proper suggestions (when needed) to update based on changed economic or market conditions.
Very personal touch and understanding of my needs, wants and level of risk. Amazing job at educating me on the options available and allowing me to take some time to think and come back with questions. Never a high pressure approach. Highly recommend this team
Alex from Mcadam has been extremely helpful in getting is on track and planning for retirement. When we have questions he and the Mcadam team have been able to also answer our questions while we plan and manage our finances.