Q: What are your core values?

A: We believe in integrity first and foremost. Our clients appreciate our honest and transparent approach. We are extremely diligent, constantly strive for excellence and fiercely loyal to our clients.  

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What Our Clients Have to Say

Gerry listens….Gerry cares…..Gerry takes the time to do what is right for you. Gerry knows his products and services; he knew what was right for us. If you don’t understand anything about your investments or what he is suggesting he will explain it until you do, then he will go over it on his next visit. He knows what is right for each of his clients. It is so important to be able to trust your advisor. Biggest thing for us was he listened. We highly recommend Gerry; he is a true financial advisor.

Gilles and Sharon HupperGilles and Sharon Hupper

“I have known Gerry Steckler for over 5 years and have had the pleasure of working with him as he helps his clients with their insurance; investment and financial needs. Gerry’s Accounting background gives him great expertise in assessing the clients’ financial portfolio and his valuable assessment is informative and comfortable for the clients, providing achievable immediate and long terms goals.”

Mary-Lou BirchRetail Lending SpecialistManulife Bank & Trust

“The world of business is fast & ever changing. One day to the next we face new challenges. Working with Hagit over these past few years… we have smoothed out the rough waters & kept an even keel, even in the toughest of times.
I would like to personally recommend Hagit as an excellent professional & look forward to having her work with us for many years to come as well. I have been in business for over 35 years & Hagit is as good as they get.”

Kenneth F McKenziePresident, Greystone Promotional Products Inc.

“During a very turbulent financial and personal period in my life I was introduced to Gerry… and after that first meeting I felt a calm I hadn’t felt for some months. Since then, Gerry has been there for me… a trusted financial counselor who cares deeply. His knowledge and expertise along with his professional prowess in the realm of financial visionary has quite literally calmed my financial worries and given me a better quality of life….”

Karen McLaughlin FreebornKaren McLaughlin Freeborn

“Hagit has been fantastic to work with! She is super organized; goal oriented and is fun to work with at the same time.
She has been so helpful in guiding me to a new way of looking at my business and has provided me with incredible insights that I overlooked. Not only does she help me with my financial record keeping questions, she also has helped me to gain more clarity with the overall direction for my business and provided excellent feedback on things like packages pricing and marketing materials.”

Karen Tyrell, CDP, CPCADementia Consultant and Educator

“Gerry and I met a few years ago at a business networking event and I immediately found him to be straight forward and genuinely interested in what people had to say. During a 1-on-1 consultation, I really liked that Gerry followed a very detailed plan to get to know my financial style and needs. I feel very comfortable with how he is helping me with my financial goals. He even went above and beyond and found a great mortgage solution for me that has been a real lifesaver. Knowing that he will keep me informed and follow-up with me means one less thing to worry about!”

Kelly O’halloranBusiness Owner - Love Your Workout

“Hagit is very attentive and detail oriented. She helps you to stay on top of your goals, gives great advice and goes the extra mile for you. She is a wonderful support who cares a lot about seeing you succeed in whatever dreams you have for yourself. I wouldn’t hesitate to recommend her.”

Heather QuickOwner - Smart Sense Bookkeeping Inc

“Because of his personable manner, and intuitive nature, Gerry was able to walk us through what could have been a difficult process. He does so with care, consideration and empathy.
There’s nothing better than a person who listens when you’re dealing with financial and insurance matters.”

Ronda P

“I am very impressed by the work that Hagit has done. The cost was extremely reasonable and the results fantastic. I would highly recommend Hagit as a skilled and helpful business consultant.”

Jim RenshawPresident, AIM Instrumentation Ltd