I was referred to John Trudel roughly 5 years ago through a co-worker. At the time I had RRSP’s, savings and a mortgage. I met with John and he took the time to ascertain what was important to me and how my personally would fit with the various options he had at his disposal. From there he gave me my choices and let ME decide what I wanted. No pressure, not sales pitches, nothing. He let me decide what I wanted and take as long as I needed to decide, which was important to me. Further to that he ensured I understood everything he was talking about prior to leaving. In the 5 years since I have done a lot of communication with John and his team including Jenn Dalheimer. They are always extremely prompt in their responses and very knowledgeable. The “customer” service is fantastic. I not only recommend John and his team to my friends and family, I encourage them to talk to him before any big financial decisions.