Rocks

"We are a married professional couple mid career, with a teenage family. We were introduced to Bernie a little more than a year ago. He has helped us to organize all our financial matters in a thorough and professional manner; his efforts have helped us plan both short and long term business and investment strategies. Now, we feel a lot more comfortable with our financial situation and can continue with our day to day lives without worrying whether or not we are saving enough for kids university, our retirement or long term disability and whether or not we can take advantage of opportunities that are presented to us. We have no hesitation in recommending Bernie's services; he is hugely able, always available, and extremely affable-all three A's!"

Dr. Frances Jang, MD, FRCPS & Dr. Nicholas Carr, MD, FRCPC


"I have worked professionally with Bernie Geiss for over ten years now. I was sufficiently impressed with his skills as an insurance agent and financial planner that I became one of his happy clients. Bernie has a very pro-active approach to the management of his clients' affairs and is not afraid to prompt them into action when action is required. Bernie's staff are very friendly and are very responsive to his clients' needs."

T. Walter Taylor, B.Sc., MBA, LLB

 

"I have been a client of Bernie Geiss for twenty years. His advice in taxation issues, insurance and financial planning has been invaluable. I have consistently found Bernie and his associates personable, prompt and efficient.He is now assisting my children and we recommend his services without reservation."

Allan J Smyth MD.