Client Testimonials

Ron & Sheila Miller"On the advice of a friend, we asked Ken Crosson to call and discuss retirement with us. Over the time he has worked with us, we have been impressed with his professional manner. He is welcomed into our home as a friend."
- Ron & Sheila Miller (Retired – Esterhazy, SK)

Ross & Helen Strong"In the 90’s, we chose Ken Crosson as our financial planner because he was a long-time friend. We knew he was knowledgeable and our previous investments through him had served us well. Ken’s integrity, his experience in the financial industry, and his consistent professional manner, have definitely earned and maintained our confidence in his professional advice.”
 - Ross & Helen Strong (Retired – Rocanville, SK)

Lyle & Amanda Garrioch"It's important for us to trust our investment advisor. We've been dealing with Tara-Lee and Ken for over 10 years and know that every financial decision they help us with puts our best interests first. Tara-Lee always has time for us, never rushes us into a decision, and patiently explains and discloses all of our options. She's a positive, upbeat person and a pleasure to deal with."
 - Lyle & Amanda Garrioch

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.