L &C Sadavoy

MY WIFE AND I STARTED WORKING WITH ARRON APPLETON (APPLESTOCK & ASSOCIATES) BACK IN 2012. WE HAD MET HIM YEARS PRIOR SEEING HE MANAGED MY MOTHER-IN-LAW'S INVESTMENT PORTFOLIO. THAT INVESTMENT AND HIS ADVICE, ALLOWED MY MOTHER-IN-LAW TO REMAIN IN A RETIREMENT HOME MANY YEARS LONGER THAN WE HAD EVER ANTICIPATED. WE EVENTUALLY MADE THE DECISION TO TRANSITION OUR RRSP'S FROM BMO NESBIT BURNS SO THAT HE COULD MANAGE THAT MONEY PROPERLY FOR US. WITH HIS GENTLE GUIDANCE HE TOOK ULTRA CAUTIOUS INVESTORS AND HELPED US TO SEE THE VALUE IN BONDS, DISTRIBUTION PAYING INVESTMENTS AND "SAFE OR LOWER VOLATILITY" EQUITIES. WE HAVE PROSPERED EXCEPTIONALLY WELL UNDER ARRON'S CAREFUL ADVICE. WE HAVE JUST RECENTLY CONVERTED OUR RSP PORTFOLIO INTO A RIF FOR THE RETIREMENT INCOME. THROUGHOUT OUR YEARS WITH ARRON, HE HAS IMPRESSED US WITH HIS CARING AND HIS INTEREST IN IMPROVING OUR FINANCIAL AFFAIRS. WE ARE VERY GRATEFUL FOR EVERYTHING ARRON HAS DONE TO MOVE US FORWARD AND INCREASE THE VALUE OF OUR PORTFOLIO. THANK YOU SO MUCH ARRON.

L &C SADAVOY. (NORTH YORK, ON)

J. Goodwin

I'M ABSOLUTELY CONVINCED THAT THE OLDER ONE GETS, THE MORE COMPLICATED FINANCIAL MATTERS BECOME. FOR THE LAST 10 YEARS I HAVE RELIED ON MY FINANCIAL ADVISOR ARRON APPLETON TO STEER ME IN THE RIGHT DIRECTION ON JUST ABOUT EVERY COMPLICATED FINANCIAL MATTER THAT HAS COME MY WAY. ARRON HAS PROVIDED EXPERT GUIDANCE ON MY INVESTMENTS, GUIDANCE THAT WAS CLEARLY COMMUNICATED TO ME, GIVING ME A SENSE OF CONFIDENCE IN MY INVESTMENT DECISIONS. OF PARTICULAR NOTE, ARRON WAS SO HELPFUL IN ASSISTING ME IN MY WORK AS EXECUTOR OF MY MOTHER'S ESTATE. I HONESTLY HAD NO IDEA HOW MUCH WORK IT WOULD BE, AND HOW LONG IT WOULD TAKE TO COMPLETE ALL THE WORK. BUT WE GOT THE ESTATE SETTLED, FINALLY, AND I WAS SO APPRECIATIVE OF ARRON'S KNOWLEDGE/EXPERTISE AS WELL HAS HIS ENDURING PATIENCE HELPING ME THROUGH THAT DIFFICULT PERIOD. I'M HAPPY TO SAY THAT I FOLLOW MY PORTFOLIO WITH CONFIDENCE AND ENTHUSIASM, KNOWING THAT ARRON IS THERE FOR ME PROVIDING ONGOING CREATIVE AND PROACTIVE OPTIONS. I'M ALSO HAPPY BECAUSE OF THE CONTINUED RETURNS ON MY INVESTMENTS, SOMETHING I COULDN'T ACCOMPLISH ON MY OWN "TOO COMPLICATED". I KNOW THAT I CAN CONTACT ARRON AT ANY TIME, WITH JUST ABOUT ANY QUESTION, AND HE ALWAYS RESPONDS QUICKLY WITH EXCELLENT ANSWERS/SUGGESTIONS. SO, I GUESS YOU KNOW WHERE I'M GOING WITH THIS, IT'S NOT COMPLICATED, IF YOU'RE LOOKING FOR A FINANCIAL ADVISOR I RECOMMEND THAT YOU CONTACT ARRON TODAY

J. GOODWIN (TORONTO, ON)

CHRISTIE F. & LUKE G.

WE STARTED WORKING WITH ARRON APPLETON BACK IN 2005. AT THE TIME WE BOTH DID NOT HAVE LARGE INVESTMENT ACCOUNTS LIKE WE DO NOW. FROM DAY ONE ARRON TOOK THE TIME TO GET TO KNOW US, MAKE US FEEL COMFORTABLE AND PROVIDE ABOVE AVERAGE CLIENT SERVICE REGARDLESS OF THE SIZE OF OUR INVESTMENT PORTFOLIO. 10 YEARS LATER, WE ARE SEMI-RETIRED AND ABLE TO DO THE THINGS WE ALWAYS WANTED TO BECAUSE OF INTELIGENT INVESTMENT DECISIONS. WE ARE VERY PLEASED WITH WHAT ARRON HAS DONE AND CONTINUES TO DO FOR US. WE ALWAYS RECOMMEND ARRON TO OUR FRIENDS AND FAMILY.

CHRISTIE F. & LUKE G.