Client Testimonials

“Ted has been our financial advisor for over a dozen years. With the recent global “meltdown” of the financial industry, Ted has been a constant source of encouragement and hope. His financial guidance and expertise has helped paved our way to a comfortable retirement in the next 5 years or so. With full confidence we have placed our financial future in Ted’s hands.” - Rob & Lise Mace 

“My wife and I first met Ted in 2001 while looking for a financial advisor that knew what he was doing and would be around for more than a few months. We met Ted Twohey in Bowmanville and from that first meeting we have never looked back or regretted putting our trust in him. In working with Ted we found him to be honest, sincere, easy to deal with and a friend. He is very prompt in answering and returning phone calls. He also calls when there are any new situations i.e. tax free savings accounts or any ideas he may have. We would not hesitate to recommend him to anyone and have done so.” - Don & Edna Verity 

“My wife and I first met Ted in 2001 to discuss our mortgage and to see what he might be able to offer in services as a financial adviser. Ted’s approach was simple…He listened. From that first meeting we have never look back or regretted putting our trust with Ted. In working with Ted we took a 15 year mortgage and paid it off in 6.3 years! We moved all investments and maximized our yearly RRSP capability. We meet quarterly to discuss if we were financially on track. Ted continues to recommend potential investments, i.e. Tax Free Saving Account etc. The result of our initial step proved to be one of the best moves my wife and I have ever made. We were 45 years of age when we met Ted with a goal to retire at 55. What’s important here is, “Ted” really listened to us and understood our comfort zone with investments. What “we” did, was act on his sound advice. I’m happy to say my wife and I will be retired at the young age of 57 debt free.” - Grant & Judy