EXPAT ADVISORY GROUP
Ross took over my accounts when the previous adviser left the company. This was in his previous job with a different company.
He is genuinely interested in helping me achieve my financial goals. Even though I have a relatively small portfolio compared to other clients, he treats us all the same. I had been his client for more than 15 years ever since he started in this industry. It was more about the personal relationship, rather than the company.
My goal has always been to retire at age 55. I am an expatriate and planning to return to Canada after I retire. Thanks to Ross’s help over the last few years, I am on track to do that. As I have gotten closer to retirement, he has advised me on changes to my investment strategy and risk profile.
He is caring, reliable, trustworthy and genuinely interested in helping me achieve my financial goals.
“He is caring, reliable, trustworthy and genuinely interested in helping me achieve my financial goals.”
I was recommended by a friend to contact IPP Financial Advisers, after I shared with him an unsuccessful meeting and evaluation with an adviser from another firm.
Ross is my adviser and I started my finance investment in October 2018.
Being a newbie in this field, Ross has helped me to understand the process, risks involved, and planning needed to secure a good future for myself.
I would describe Ross’s personality and work ethics as honest, reliable and caring.
“I would describe Ross’s personality and work ethics as honest, reliable and caring.”
Ross introduced himself when my previous adviser left the company towards the end of 2018.
He has made an effort to understand me and my circumstances holistically.
In the areas of financial planning, Ross has reviewed my retirement plans in light of changes in personal circumstances and provide me advice on the non-performing savings plan. He has also helped in establishing a replacement plan to assist with the new retirement targets, which allowed more flexibility and at the same time, make my money work hard for me.
I would describe Ross as open, honest, punctual, trustworthy and delivers on what he says he will do.
Ross was recommended to me a few years ago by my previous adviser who was taking up a new
I have found Ross to be helpful and his advice so far has always proven sound.
I am planning for retirement and my portfolio has grown nicely despite the market volatility. He has also made me aware of exactly what I need to have in hand to meet my anticipated retirement needs.
Ross is friendly and able to explain matters in ways comprehensible to a layman. He is also diligent and conscientious in responding to queries and following up matters promptly.