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Ray Snoei has been our Financial Planner since August 2017, providing my husband and I with ongoing investment advice, retirement financial planning ,and professional support especially during the sale of our house and purchase of a condo in early 2020 and now during COVID19. We appreciate the rapport we have with Ray and his expertise and ability to align our agenda with his agenda to make us feel comfortable with our decisions regarding financial concerns and goals.
D. Jones
I met Ray many years ago when he came to work for us at Atkinsons and Associates as a financial advisor. When John sold the business a few years later to become the Ontario Director for one of Canada’s largest Group Benefits companies, Ray was the natural choice to not only take over our existing clients, but our own financial portfolio as well. And a brilliant job he did. When John was diagnosed with cancer in 2016, one of the first things we did was to have Ray set up a program for me, that enables me to budget my income monthly. Financial security is huge in our golden years, and I am thankful for Ray’s investment counsel. I trust Ray completely with my finances. Thank you.
S. Atkinson
As you know, I moved here from Montreal 4 years ago. My daughter, who has lived in the area for years, arranged a meeting with you. Ray, I have only known you for four years but it was the best choice I have made in years. I was honest with you. I know little about the stock market. You know the whole story and what I need. Ray, you promised to take special care of my account. You have been wonderful and patient when I call – callback as soon as possible and answer my questions. You have even advised me on other matters that have nothing to do with the market. I keep telling you how much I appreciate you but I thought that if I put it in writing you would really believe me – so here it is – Your help and caring are some of the best things that have happened to me since I moved here. Thank you again.
P. Page
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