Testimonials From Our Clients

“Michael and his team have overseen my family’s investments for approximately 18 months during difficult market conditions. During this time Michael has always been available to discuss strategies and solutions that fit my family’s needs. I appreciate the steady and clear strategy that Michael has designed to fit our long-term financial goals. His transparent communication has provided peace of mind during challenging times while building financial security for future generations.”
— Dimitre (March 2023)

“After recently selling our business and looking for the right advisor to help us plan for our future success, we were introduced to Michael Andersen and his team. In a time of great change and unknowns, Michael was able to provide us with clear explanations and guidance as to the best way to invest our money for the greatest gain that aligned with our goals for both now and the future. Michael spends the time explaining every aspect of our investment portfolio so we fully understand the opportunities, not only where we were investing but why and the future projections. Every question we have is answered with time and consideration and Michael ensures we are educated on what is going on in the global market. It is comforting to be guided by someone with such extensive knowledge. It has been invaluable working with Michael and his team, not only financially but in regards to the care, communication and commitment he has demonstrated to us as clients.”
— Wayne & Amanda, (September 2021)

"As a former business builder and business owner, I’ve used the services of several financial advisors associated with different banks. Performance of my portfolio was mediocre at best, some years even negative. A sophisticated investor friend who makes his own financial decisions based on very careful study suggested I do the same. I have a strong financial background and a PhD in nuclear physics, but I found that there are other things that I prefer to do with my time. Meeting Michael Andersen (very smart, Canadian, and with a great multicultural background) through a close mutual friend, was like a breath of fresh air. Michael very capably searches for opportunities, and they are often profitable. My financially successful grandfather invested through the 1920’s successfully with an advisor who piloted through the opportunities of the time. I am very happy to be Michael Andersen’s client as I feel he is like my grandfather’s advisor."
— Tony (September 2021)

"Michael has built me a personalized strategy to help me attain my objective of a comfortable retirement. Michael always makes time to speak to me and consult with me on any financial question. I recommend Michael and his team for anyone looking for a financial advisor! I can also rely on Michael to stay on top of new investment solutions and changing legislation that can provide improved results for my clients."
— Roy (January 2020)

"Thank you for the results you have achieved for us over the past years. The fact we are satisfied customers over all this time is a testament to the confidence we have in your knowledge, advice and integrity. Of course we also enjoy dealing with you."
— Don & Lynne (June 2017)

"After dealing with Michael for many years, I can say that our interaction is by far the best I have had with an investment advisor. Our communication is neither too much nor too little during a given year. I can reach out to him and will get a call back within 24 hours. He takes the time to explain situations and provides recommendations without pressing. He fully understands people's risk levels and positions the portfolio accordingly. My needs are fully met and the success of my portfolio is a testament for me."
— Paul (November 2015)

"I just wanted to let you know how much I really like you. When it comes to our investments and the bottom line, I like to ask the tough questions to get a better understanding of my options. In my opinion, you have always been forthcoming and honest in your replies. You don't take a defensive approach to your answers and that's what I admire about you. We made the right decision staying on board with you. Keep up the good work!"
— Lucie & Frank (February 2015)

"Michael has been managing my personal investment portfolio as well as those of other family members over the course of the last few years. Michael has proven himself to be a reliable trusted partner, visionary and expert in his field. In my experience, Michael is very personable and takes great care in getting to know his clients and their investment/retirement objectives and performing constant reviews enabling him to best manage portfolios to deliver optimal results. As a value added tool, Michael and his team provide very informative weekly market insights. I would highly recommend Michael as an Investment Advisor as well as the rest of his team. "
— Danielle (November 2014)