As a retired business owner who did not have an employer’s pension plan, I was very concerned about my future income. I turned to my trusted accountant who recommended Sarah Wyse. Sarah came up with a "hassle free" plan that gives me guaranteed income for life, protects me from market fluctuations and protects my heirs as well. In short, she gave me peace of mind. Priceless!!
Sarah has done a great job for us both at our company (in organizing our benefits program) and with my personal financial planning. She is thorough, meticulous, very responsive and enjoyable to work with.
Sarah has been facilitating our company group insurance needs for the past 8 years. She has helped structure our benefits in keeping with what is important to us, our budget as well as sustainability of the plan on a long term basis. She has consistently made sure that we have the best possible deal while tailoring to our specific needs. I would have no hesitation in recommending her to anybody.
I just wanted to take a moment and thank you for all your attention while helping our company learn about benefits. You certainly made us feel comfortable while explaining how things worked. At all times I felt you were well versed in the advice you were giving us to get set-up. I am very happy with the service we have received from yourself and your company. I wish you only the best and thanks again for taking such good care of us. At any time I have a recommendation to give, it will be your name I use.
Sarah and her team provide excellent customer service and I would highly recommend her for both investment and insurance needs. She is patient, understanding, knowledgeable and trustworthy. She listened to our needs and gave sound advice based on what our expectations are. A wonderful professional who is always a pleasure to deal with.
Thank very much for taking the time to explain various insurance products based on my need. The information is helpful and I thank you for your expert knowledge, honesty and care. I can tell you genuinely care for me, my family and my business. You provided options and you shed insights when I needed to hear some honest opinion. It has been a long time since I have found someone in the insurance Industry that I could say that to. As a young entrepreneur and a therapist, I thank you for your ethics, knowledge and professionalism.
I myself am a starting physician. The area of finance is both new and exciting as well as daunting. First of all, I really appreciated that Sarah was able to accommodate to meet with my husband and I – she was flexible with her time and made all attempts to help us plan financially on a busy schedule. She went through insurance policies – simplifying and explaining details of each, while comparing different offers and policies provided by both herself and my work plans. She remained honest and sincere as to which policies would better suit us both in the short and long-term. We look forward to working with her further as we advance in our careers and move through the different phases of our lives.
We are a family of four with two young children. With our busy schedule, financial planning unfortunately is grossly neglected so we could keep pace with our daily routine. Fortunately for us, we have Sarah Wyse to keep us on track with our financial goals. We met Sarah over three years ago and she has since provided us with sound financial advice to maintain cash flows (this was particularly important in view of the mortgage payments, daycare for both kids, and all the other bills and unexpected charges in life), develop short/long term savings and investment strategies. Sarah takes the time to educate us on all options available, and her knowledge and professionalism has made her our trusted advisor for financial matters. We would absolutely recommend Sarah to anyone.
I keep coming back to Sarah for her expertise, friendly, and highly responsive service. She has always provided great advice while putting consideration for my personal needs.
Under unfortunate circumstances I recently had to deal with another service agency and the contrast in the level of service is enormous compared to what I get from Sarah. This is why I do not hesitate to recommend her.
I’m lucky to have Sarah as my financial advisor. She is very honest, knowledgeable and personable. She takes the time to get to know me, answer any questions I may have and is always available when I need her. She provides excellent customer service and truly puts her clients first. I’m glad that Sarah is helping me prepare for the future and I would highly recommend her.
Sarah is an expert in her field, and has provided me with excellent financial planning. She is a person of integrity who goes above and beyond to get the best for her clients.
As a senior, I sincerely appreciate Sarah’s time and attention to the many details involved in securing my future retirement years. Over the past decade Sarah has continuously provided good sound advice freely and honestly. Her pleasant, personal style has also given me the confidence to approach her on all matters of family life insurance, grandchildren’s RESPs and more recently my personal financial needs.
I am very pleased with Sarah’s services. I find her very knowledgeable in her field. She is professional and friendly. She is client focused and always puts our best interests in mind when recommending investment or insurance plans for us. I can trust her to look after our needs.
Sarah has always stayed true to her word, following up, providing information, answering any of our questions and addressing our concerns. Taking an extra step to ensure our satisfaction has made her stand out in the crowd. We trust her advice and believe that she has our best interest at heart.
Overall, Sarah provides excellent service and we are proud to have her as our advisor. We feel that our trust is well placed and believe that she will help our family deal with any crisis in the future.
I have great confidence in Sarah. She is very professional and sincere. She always places the need of the customer as top priority. When I first met her, she took the time to understand my situation and needs, and then suggest and explain a proposal for my retirement plan. I am very grateful to her as every year, she would find time to explain the progress of my plan and make suggestions on adjustments when necessary.
Sarah is our retirement planning, insurance and RESP advisor. Every year, she always takes the time to sit down with us to go over our plans and give us new ideas and suggestions. She is very professional, very meticulous. We thank her for all the services she provides to our family.
As we are nearing our retirement, it is not easy to navigate the sea of investment products available. Sarah is very knowledgeable and she makes sure what she recommends is the best for our situation. Also, she takes the time to explain each product so we can understand how it can affect us. We trust her advice completely and feel our financial future is more secure because of her expertise.
From my own experience, Sarah is a very hardworking and responsible individual. She is very dedicated to her work. Sarah’s work and advices were never late. When seeing a deadline coming up, on multiple occasions, she had volunteered to work on the weekend to ensure the insurance deadline was met. In addition, Sarah is expert with both financial and retirement planning.
I have great confidence in Sarah’s services for three main reasons:
Sarah has been using her insight on personal finance and her comprehensive knowledge of the financial products available to help me build a solid foundation of my personal finance.
Sarah always responses to my requests and needs of advice promptly.
She pays attention to the rapid change of the economy and advise me to adjust my investment accordingly.
We are thankful to have met Sarah 5 years ago. We have found her to be a great guide when faced with navigating the unfamiliar territory of financial planning. Thank you, Sarah, for accommodating our schedules and guiding us in these monumental decisions. We have come to trust you to look after our best interests.
Sarah is a very trustworthy and reliable person. I put my trust in her to manage our investments in our RRSPs. With her expertise in the field as a certified financial planner, we are expecting good returns from our investments.
