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)