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6:30AM - 4:30PM
1175 Douglas St #1000, Victoria
Investing
“I have been with Raymond James since the 80s. i’ve never laid awake at night worrying about my portfolio, and I’ve always felt cared about as a person as well as an investor. I really like the holistic approach that Dee-Ann uses in communicating about my holdings, as well as the market in general.”
8:30AM - 4:30PM
3561 Shelbourne St #222, Victoria
Investing
“I have been a client of Burkett Asset Management (BAM) for many years. I have had experience with other larger asset management firms, and I can honestly say that BAM are the best private investment counsel I have experienced in decades. I cannot ever envision a circumstance where I would trust my long-term financial goals to any other asset management firm.”
Investing
“We’ve had an excellent experience working with Cameron Barley at Neighbourhood Holdings. A lot of reviews talk about rates, products, or outcomes, but not enough attention is given to the customer service and behind-the-scenes coordination that actually keeps a file moving. Cameron excels in that area.
She is professional, responsive, organized, and very easy to work with. From our perspective at Bona Fide Appraisals, her communication and follow-up have been outstanding, and that kind of professionalism makes a real difference in the appraisal and mortgage process.
Shout out as well to the staff working behind the scenes, because strong service is never just one person, it is a team effort. Cameron has been excellent, and we would gladly work with her again.”