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August 15, 2015 by Summit PW

Wolf

Most of us have been there – the investor looking for the conscientious, proactive, professional financial advisor – and caught instead by that “advisor” looking to gain a new client, sell a few mutual funds and then move on to fresh pastures perhaps to be heard from once or twice per year when opportunity knocks. Such was my experience as well until I met Summit 6 years ago. Summit turned out to be that elusive , proactive advisor I had been looking for all those years, the type of advisor who actually advises and follows up on my portfolio on a regular basis, the type of advisor you feel is giving you personalized, individual attention. My portfolio has been performing extremely well these past 6 years and I feel happy and secure in my retirement.

Mr. Wolf K.Successfully retired GM, Industrial

Filed Under: Testimonials

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Summit Private Wealth

Summit Private Wealth is a highly disciplined wealth management firm committed to providing tailored financial solutions to high net worth clients. At Summit Private Wealth we see things from a different perspective, and we guide you to new heights.

Mandeville Private Client

Mandeville Private Client Inc. is an Investment Dealer and a member of the Investment Industry Regulatory Organization of Canada as well as a Member of the Canadian Investor Protection Fund. Mandeville PC provides a full range of investment wealth creation services to retail investors.

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