Testimonials

Our Testimonials

Lakshmi's industry knowledge, communication style and willingness to help find solutions tailored to me and my family's needs are just some of the reasons why she's so amazing in her role. Having Lakshmi in my corner was simply a part of making a wise investment for the future.

Devon H

It is such a pleasure to work with Lakshmi. When working with organizations she takes the time to understand the context, needs and the importance of financial well-being for individuals across different life circumstances. She invests her time to really address the most important topics for your teams and understand and adapt to each employee groups individual needs. In the presentations that she has provided she breaks down complex financial decisions through real life examples and circumstances making her sessions engaging and relevant. I appreciate that whether it is your first financial well-being session or your 100th there is always something new to learn.

Ivian T

I have been a client of Abraham for over 10 years and have found him to be knowledgeable, responsive and thorough in his work. I appreciate his advice and like his pragmatic approach in developing a financial plan for my husband and I.

Lorena S (via Linkedin)

I have found Lakshmi to be very professional, she has taken the time to truly understand my financial needs and goals for the future. I would recommend her for anyone requiring financial assistance. Lakshmi has demonstrated that she truly cares about my future.

Don R

I have been a client of Abraham for over 7 years, We met in a non-business setting and I was quite impressed with his knowledge and resourcefulness which led me to solicit his services. Abraham is a very professional, well-rounded financial adviser. His approach is consultative, focused on understanding one's priorities and working with them to protect and grow their investments throughout market volatilities. He is very consistent in his approach and does a very good job in managing emotional financial decisions by providing factual data keeping focus on protection and growth. I highly recommend working with Abraham.

Georges A

Lakshmi has been my financial advisor for several years now. She has helped me navigate my retirement finances and most importantly to understand her advice every step of the way. She has a very direct way of explaining financial issues that I had previously found to be difficult. I trust her to keep me on track and to care about my life. I've found this to be an unusual asset and one that I deeply respect. Thank you Lakshmi.

Georgina P

Lakshmi Pillai has been a trusted advisor to me and my family for 5 years. Her investment recommendations fit our style - conservative - growth stocks and balanced funds. She listens, and never tries to sell us anything. We've been very pleased with her recommendations, service and attention to detail. Thank you Lakshmi!

Edward W

Abraham prend bien soin de valider que l’on a bien compris les concepts financiers qu’ils nous explique.

Claude L

I have worked with Lakshmi for the last several years. I have found her to be excellent resource and one of the most knowledgeable financial advisors I have had the pleasure of working with. Her responsiveness combined with her strong financial acumen is a real asset for any investor. It is also very cool that she can write upside down.

David F

We can’t say enough about the excellent professional advice we received from Lakshmi. Lakshmi takes the time to get to know you and your financial goals, and makes complicated financial information easy to understand. I find Lakshmi to be trustworthy, reliable and accountable. She keeps us informed, constantly recommends improvements to reflect changes in the market. Last, but not least, we like, trust and respect Lakshmi personally, She and her team are highly professional in all of their dealings.

Anu G

My name is John, I've been a customer of Lakshmi for two plus year, I was with other firms and when I met her and she opened my eyes to what can be done with your funds and how they can be invested wisely. She generates and offers new ideas about how you can handle your money and what you can do with it.

John F

My name is Ray and I’ve been an investor for over 25 years. For most of that, that time I handled all my investments on my own, and then made the decision to look for a Financial Advisor, as I wasn't able to keep up to date with everything. With all the changes in the market and different investments, I was glad that I had an opportunity to meet with Lakshmi because it's opened up a whole different perspective on investing. I feel completely confident in the direction that my investments and hope to continue working with Lakshmi for many years to come.

Ray A

Lakshmi Pillai has been our agent for 3+ years. We have always appreciated Lakshmi's personal and professional attention to our retirement portfolio. Lakshmi listens to our concerns, answers our many questions and gives detailed and solid investment advice! We would highly recommend Lakshmi as an investment advisor!

Joe & Liz B

Anu G

Lakshmi Pillai has been my financial advisor for the past twelve years. Lakshmi has been most knowledgeable efficient hardworking trustworthy forward thinking advisor to me. Lakshmi has helped me planning for my retirement recently. She enabled me to buy a property in the country and for me to spend my time doing what I love to do. Lakshmi also does a lot of education webinars and her language is very simple to understand. I would highly recommend Lakshmi to anyone who is seeking help with their finances.

Noreen O

Typically financial advisors find a way to make you feel like you are deliberately choosing to make bad decisions. Lakshmi is the exception. She will sit patiently with you and go through your monthly budget to find painless ways for you to make your money work for you. She is never too busy or in a rush and gives your small funds the attention normally reserved for people of high net worth.

Deveen B

Lakshmi has been supporting my financial growth initiatives for over 6 years. In those 6 years not only have we had a positive partnership but one of absolute trust. Lakshmi takes the time to truly understand her clients and their risk profile. She keeps her clients up to date with the latest market trends and exposes them to industry leaders by including us in high-level meetings. I've never felt pressured to follow a 'trend' or 'flavour of the month,' rather Lakshmi relies on sound data to objectively educate her clients. I would recommend Lakshmi to anyone looking to expand their portfolio and gain someone on their financial team that they trust 100%.

Shazad M