Superb customer service, excellent financial knowledge, great staff.
July 2021
We have been clients of Richard Infantino for many years and are pleased with the results. The returns in our RRIFs, Margin Account and TFSAs have been in line with expectations, based on our comfort level and time horizon. Richard and his team keep in touch on a regular basis by email and telephone, and advise when portfolio changes are recommended due to changing market conditions. Record-keeping and statements are excellent, to the point where we can file our income tax returns on our own.
March 2021
Richard and his staff are all well qualified and provide excellent service. Richard’s Webinar are very informative!
Superb customer service, excellent financial knowledge, great staff.
We have been clients of Richard Infantino for many years and are pleased with the results. The returns in our RRIFs, Margin Account and TFSAs have been in line with expectations, based on our comfort level and time horizon. Richard and his team keep in touch on a regular basis by email and telephone, and advise when portfolio changes are recommended due to changing market conditions. Record-keeping and statements are excellent, to the point where we can file our income tax returns on our own.
Richard and his staff are all well qualified and provide excellent service. Richard’s Webinar are very informative!