Testimonials

Doug, Jennifer, Jonathan and the entire Access team have been nothing but amazing to work with. From transferring funds, financial planning, investing, insurance to overall estate planning, they have and continue to do it all for us at an incredibly high level of service. Being an accountant, I know that estate planning is never a simple task, but they made it as easy as possible to get through this process and provided the follow up where and when needed. Anything and everything we have needed, they have been there for us. They are extremely easy to work with and always have an answer, they are incredible partners. We can’t thank the team enough and we’re looking forward to the many, many years to come with the Access team. Thank you for making everything go so smoothly. (2020)

The advisory team at Access are smart, knowledgeable and demonstrate a great work ethic. It feels like they are ‘always on’ which is evidenced by their high level of service, accessibility and responsiveness. For someone in a high paced executive role, I appreciate the immediate turnaround, which then allows me to focus on my own priorities. They quickly grasp complex concepts and communicate them easily, in understandable terms. They have built an impressive team around them with the same high bar for client experience and outcomes – from specialists to admin staff. They have certainly earned my trust – and that’s NOT easy! (2018)

Too many people today are all about themselves and making profits by whatever means necessary. That’s not in the DNA of Access. What is in their DNA is running their business with integrity, quality, care and innovation. Access is always there for my family and I, whether our needs are big or small. I’m lucky to have a partnership that I trust, enjoy and is focused on taking care of my interests and hard-earned money. We are informed about strategic direction within the company that impact us and feel heard about potential improvements. We are often asked for feedback. I appreciate that they understand me and my vision, what I’m about, and weaving that into financial discussions, from meeting to meeting. It creates the feeling that I am a person, not just another client. (2020)

We have been with Access for just over 17 years now. Prior to moving, we had lost confidence in the financial advice we were receiving and were looking for a fresh start. The team at Access have provided us with a new outlook on financial planning for our family and retirement with honest and competent advice, building confidence in our decisions. With Access, you trust they are working for you and have your best interest at heart. (2020)

The Access team have provided myself and my family well over 20 years of sound professional investment advice. The trust and wealth accumulation has continued to grow to the point where I introduced my adult children, close friends and extended family to the team. The many complementary services provided by Access truly makes a difference when trying to navigate and map out a sound realistic long-term financial plan. I would highly recommend Access! Looking forward to many more prosperous years!! (2019)

My wife and I moved all our investments from our chartered bank to Access precisely because of their focus on creating and preserving wealth. We had the pleasure of recently going through the Access Formula process with the team. It was both an interesting and enlightening journey to be able to look out decades into your retirement and get an honest snapshot of where both your lifestyle and portfolio are going to end up. Being liberal on your expenses while being conservative on your returns gives you an excellent comfort level of where you stand throughout your retirement. Great job Access Team! (2017)

From day one of our relationship the Access Management team has continued to demonstrate key attributes of a confident team. They bring thoroughness, strong belief in a methodology and a welcoming atmosphere to each meeting. Qualities which give my partner and I the confidence we are supported and listened to as we enter the next transition of our lives. The team’s method ensures our plan is personalized for us, by taking the time to get to know who we are and what we want for our financial future. As we progress on laying out the foundation of our initial plan, we continue to develop a stronger level of trust in both the team and their methodology. We look forward to accomplishing our financial goals with the Access Management team over these next few crucial years. (2021)

Prior to my relationship with Access, I had been working with a financial advisor at one of the ‘Big Banks’ but still felt I needed to take an active role in my financial plan to ensure my needs were properly taken care of. As my portfolio grew and these needs changed, my old advisor was not able to offer me the products and services I required. Also, I found I did not have the time to effectively oversee what he was doing. Access’ plan for my family provided the proper mix of investment, insurance and tax advice that allowed my portfolio to flourish. I no longer feel the need to be constantly watching over my accounts and the time I do is typically spent in discussing various opportunities and strategies with the team at Access. They are always reachable to answer questions and their professional attitude makes me confident my long-term goals will be reached. (2016)

Working through the Access Formula with the team has enabled me to look at the critical events in life in a meaningful, constructive way. Their approachability, breadth of knowledge, and sensitivity have helped me to articulate my financial and estate planning goals and put the plan into action. With their support, I look to the future with confidence. (2019)

With retirement looming several years back my wife and I needed an investment firm to manage our portfolio and set up a plan to take us to and through our ‘golden years’. We had grown unsatisfied with the banks and two well known financial advisory companies throughout our working careers. High fees, restrictive investments and a lack of personal care were all factors we didn’t want to deal with post retirement. Fortunately, after an exhaustive search we found Access and after several meetings and a pre-retirement trial, we haven’t looked back. We are happy to say our portfolio value has increased after three years of retirement withdrawals. The company is aptly named due to it’s ’Access’ to any type of financial investment or service but for us the personal access, caring and trust is what puts them over the top. We have referred friends and family with varying financial needs, and they are more than happy with the switch. (2021)

My wife wanted to consult with a financial advisor but I had no interest because I couldn’t see any value in it. We had our investments with another advisor who was providing some investment advice but as we were nearing retirement, my wife felt we needed more. She found Access and I reluctantly went along. WOW, I was wrong! The team at Access has added value in so many ways. As someone who was skeptical, I can’t say enough about Access. They’ve helped our whole family enormously. I wholeheartedly recommend them. (2014)

We don’t hesitate to refer clients to Access, and one reason is that they provide a key element our clients are looking for: comprehensive, all-inclusive service for one fee, so clients are never surprised by hidden costs. That’s really important. Another thing that sets Access apart is that they really take a family approach to the planning process – it’s not just about investment returns (although their investment performance has been very good). They work with their clients to build an understanding of what is important in each client’s life, including family and business concerns, and create clear, customized roadmaps to help clients reach their goals. Though Access looks closely at tailoring portfolio construction based on client goals, their wide-ranging service also includes overall estate planning and ensuring that clients are fully up to date with elements like wills and powers of attorney. Access can quickly call on allied experts to help clients with these matters, but does so only when necessary, so clients never feel as though they are being endlessly – and expensively – referred to yet another service provider. When Access refers to other experts, the team at Access is engaged through the whole process.

Access has great people. Their skills complement each other and provide a wider balanced perspective. Because they are not just advisors but also business owners themselves, they understand first-hand the issues relevant to business owners and know how to work with them. And they are backed up by a knowledgeable team that provides excellent customer service – clients have told us they genuinely feel that the Access staff cares and wants to help. This is a team that does what it says it will do and always finishes what it starts. So why do we refer clients to Access? Simple: our clients tell us they’ve never worked with anyone better. (2015)

Access came with good referrals from friends and associates; however, initially it was a difficult decision for us to give up ‘control’ of our investments to a stranger. Over the past few years we have built a relationship where we debate the risks versus the rewards, but the final decision ultimately does rest with us. Managing for the long term is the purpose, so whether we get consumed by the newest market hype or downswing, Access is readily available to discuss our action plan and whether it is appropriate under the circumstances. Having professional help to structure and manage our portfolio was our best investment decision.

While the above could be applicable to many investment advisors, our working relationship is built on one critical factor – trust. Access has proven their ability through background investigations and the ability to understand our true needs to tailor opportunities that are unique to us. Ultimately, it is up to us as clients to make the final decision. There is no pressure to commit or oversell.
Last, and not least, the personal style and genuine interest that Access displays makes it an enjoyable task. (2018)

We have great confidence in the Access team. Their strategy in investment planning is very good and is in step with our investment ideas. We have had several other well-known investment advisors and none of them measure up to our expectations, where the group at Access does.

We have been more than pleased with the quick and reliable responses we have received from Access’ qualified staff. We moved to Access for their higher levels of service…and boy did they deliver. (2017)

My wife and I have always been with a major chartered bank. Notwithstanding some qualified personnel, we felt that the bank’s primary focus was attracting new business, with less emphasis on customized strategies for our personal portfolio. When we began considering a move, we interviewed several different financial houses and specifically looked for an investment advisor who had the appropriate credentials, as well as a track record of upgrading them. We felt most comfortable with the team at Access. We have moved over fully to Access and feel that we’re in the capable hands of a professional. Our objective has been met, with exposure to many new and exciting ideas and options, with the benefit of not being pressured to participate. We really like Access’ accessibility and just being able to talk to them, anytime. We feel strongly that we’ve made the right choice and hope to be with them for a very long time! (2019)

The service Access provides is simply the best. When I refer to Access, my clients say they are comfortable with the team at Access right from the start and they quickly learn that Access always has their best interests in mind. I think one of the things that sets Access apart is that they truly get to know their clients. By really understanding a client’s whole family and financial situation, Access can ensure that all the recommendations they make are suited to their specific needs. Their advice on investments is always sound, with the investments chosen being best-suited to the client’s goals.

Clients have also mentioned that they really appreciate not having any sales pressures dictating what Access recommends to them, and that the process is service driven, towards their specific goals. We’re always more than happy to refer people to Access because we are 100% confident that they will take care of the client, their family and their money – and treat them well in the process. Simply put, we refer to Access because our clients come back happy. (2016)

They make it personal and unlike many other firms, they actually sit down with you every quarter. (2015)