have to say about us..
After having a history of problems and an extreme loss of trust in most of financial companies I was with, I was advised to talk to Brian by a friend. He made me feel more secure and I have been with him for many years now and I feel doubly secure.
Magnus and the team are very professional, helpful and patient. They looked at all aspects of our lifestyle and discussed goals to develop a financial strategy best for us. We have peace of mind knowing that our portfolios are being managed by them.
I have been referring clients to Brian Bernard for a number of years now. He has always provided them with sound advice and they appreciate his friendly manner yet professional advice. Over the years not only has he earned my trust and I now have every confidence of my friends as well.
Brian takes the time to get to know you and your financial goals, and makes complicated financial information easy to understand. After a few meetings, our financial lives were better organized, and our goals clear. We've been able to achieve more than we expected through his financial planning guidance.
We were recommended to talk to Magnus about our personal financial planning. It has been a pleasure to work with Brian Bernard and his team. Not only are they proactive, but have also been offering us regular advice and reviews, they are discreet and trustworthy, which gives us peace of mind.