Before we joined Investors Wealth Management, we had no clear understanding of our financial future. We were simply investing and saving arbitrarily to an unclear end, which included retirement, but with few details of what that meant and when. Three things drew us to Investors, first the people, then the Plan and then the service. The computerized Plan, once populated by our financial details, enabled us not only to see our current financial status clearly but also how that unfolded over our lifetime. Updated with changes annually, which rolled through our Plan, we were finally able to see a continually updated financial projection which we could use for financial and life decisions.
This is made possible and relevant by the team that assists and guides us and provides unparalleled service. Ryan Rawluk, our wonderful primary financial advisor, assisted brilliantly by Cindy Morley and Kimberley Stewart, have become more than financial advisors they have become good friends. Both their expert assistance and advice, and their friendship, have made this a truly positive experience.
Chris and June C.