Testimonials
Bill's Testimonial
“I have known Mary for the past 10 years and would not hesitate to recommend her as a financial and/or estate planner. She is extremely knowledgeable, completely reliable and totally honest.” July 6, 2007
Bill Walker SR.
Cliff's Testimonial
“Mary assisted me in making investment decisions as a financial advisor. Mary also was responsible for setting up the systems at the bank branch that greatly assisted me in doing my business at the branch. Based on what I could observe, she was very well liked by her staff and customers.” July 6, 2007
Cliff Dresner, B.Comm., LL.B.
Deborah's Testimonial
“Mary has many years of experience in Financial Planning with various companies and is interested in looking after her clients best interest. I worked with Mary on a seminar on how to make your mortgage interest tax deductible. She really worked hard on the preparation and presentation of the seminar. Deborah da Silva, CFP, AMP” December 4, 2008
Deborah Da Silva, Mortgage Agent, Oriana Financial Group
Jeffrey's Testimonial
“Mary is a detail-oriented professional with a lot of experience who watches the balance sheet like a hawk without ever losing sight of the strategic objective.” December 5, 2008
Jeffrey W Inglis, Senior Account Manager Private Client Group, BMO Nesbitt Burns
Mike's Testimonial
“Mary brings a wealth of experience to her role as a financial planner. Mary was highly respected in her role as branch manager with Canada Trust and TD Canada trust. Her knowledge and success in finance and investing is every reason to partner with Mary Robertson as your financial planner.” November 26, 2008
Mike Derewlany, Account Manager, Canada Bread Company Limited
Paul's Testimonial
I have known Mary for the past nine years, as a friend, neighbour and recipient of her professional financial advice as well as in the area of power industry governance as fellow Director. I have always found Mary to be a consummate professional in all areas of activity including her financial management background as well as in her community where she volunterred her energy, expertise and personal abilities for the betterment of others including the environmental protection field as well as advocacy and fundraising for the less fortunate.
Paul Nelson, C.E.T. November 2006
Rick's Testimonial
“Mary's firm commitment to understanding the vision and values that her clients hold enables her to have a huge impact on their ability to move progressively closer to achieving their financial and life goals. Her breadth of experience in the financial services industry, as well the competence that comes with her CFP designation, provides Mary with the insight and wisdom that her clients value.” February 26, 2009
Rick Tomalty, Regional Director, Freedom 55 Financial
Rose-Anne's Testimonial
“Mary is truly an exceptional leader and exemplary community member. Her ability to connect with people and companies in her community make her an ideal leader for the Brighton Chamber of Commerce. Her success with the first annual Brighton Country Living Show this year displayed her strong organizational skills, and the expansion of the show next year is fabulous support for the local businesses base. She is a great addition to our dynamic group of business women in the Power of Women Exchange Bay of Quinte Chapter.” November 26, 2008
Rose-Anne Kumpunen, Chapter Director, Power of Women Exchange
S & S Grenning's Testimonial
“I met Mary approximately one year ago and it didn't take long for me to recognize and share with my husband Steve her expertise in Her field. Mary's calm, quiet demure and true desire to help us and/or better our situation nearing retirement meant a lot to both of us. We are confident retirement will be better thanks to Mary's dedication and hard work. Kudos to You Mary!"
S & S Grenning July 2009
Tara's Testimonial
“Without Mary I would not be where I am today. She was very important in getting my financial house in order so that I could buy my first house. She not only knows her stuff inside and out - her creativity for thinking outside the box is invaluable.” July 6, 2007
Top qualities: Great Results, Personable, Expert
Tara Annesley, B. Sc., N.D.
