Hi Devin,The survey and information sent on is really some of the more thoughtfully professional material I have seen in the industry. Financial services is such an important part of the economy and society, and the decisions individuals make can have big impacts on their future outcomes. It is great to see when people endeavor to deliver the best possible service and help along the way. I completed the survey and found the questions were very well formulated. I would be interested to learn more about the behavioral aspects that you incorporate into your process.
You played a decisive role in us making the correct decisions by your very professional presentation to the management with its high level of technical back-up. Your regular communication made the change over very simple and unemotional.
I wish to place on record my complete satisfaction with the way you have handled both my own and company affairs.
Francois Robert of The Robert Group has been the financial advisor of our company since 2005 and has been involved in this capacity with sister companies of the group since the 1980’s. We have found the service rendered by him and The Robert Group highly professional and valuable in the management of various pension funds administered on our behalf. Francois has continuously kept our management and staff updated on fund performance and proposed changes contemplated by regulatory bodies; this, together with sound advice has been a much appreciated element of our long relationship.
The Robert Group have consistently provided me with financial and investment advice that is contextualized for my individual circumstances and have always done so with the utmost integrity.
I have had an excellent business relationship with Claude Robert for the past 30 years. During this time he has assisted me with great dedication and expertise and I recommend him as a man of integrity, someone you and your family can depend on fully in the financial and insurance field.