Bespoke advice

"Mike and Konstantine, I am absolutely delighted with your service. It is refreshing to work with financial advisers who are truly interested in their client’s needs, circumstances, and preferences. What really impressed me was the way you took the time to get a feeling for where I was and what I was trying to accomplish, your depth of knowledge, lateral thinking, and common sense approach. I have never had this kind of experience in the past with financial advisers and this is the kind of service I have been looking for. It’s nice to have one place to come to, without it feeling too large or institutional. They always explain everything thoroughly and I never feel uncomfortable asking questions or expressing an opinion. I feel like you know the whole picture and if anything happened to me now, I know my family will be well looked after."

Bette U.

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"Mike and his team have been great to work with. As an entrepreneur, I like to be razor-focused on the success of my business and not worried about money management. That said, I recognize the vital importance that smart financial planning has in ensuring my family is set up comfortably for the years to come. Mike and his team have been true professionals in helping me structure my corporation strategically and recommending savvy tax planning solutions. It's been comforting working with a team I trust and to feel confident I have the best long-term plan for growing my wealth.

Cam M.

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"Konstantine’s vast knowledge coupled with extraordinary service is rare in the financial industry… or any industry. Initially, he deftly guided our family through my mother’s Estate Account and continues to do so. He also now assists my husband and myself in managing our Retirement Funds. If we have a question, Konstantine responds immediately and if necessary, follows up with any concrete action, no matter how complex or simple. He continually reaches out to us to ensure our absolute satisfaction and warmly welcomes any communication we initiate through email or phone which is so reassuring. Konstantine is utterly dedicated to ensuring the best outcomes in every situation. A genuine, honest, kind human being who takes his responsibilities for his clients’ financial welfare to heart, we feel we have ‘struck gold’ on many levels! "

Sharon P.

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"Konstantine has been my financial consultant for 5 years and has consistently provided me with exemplary service. From our initial meetings I was impressed with his very personal approach and his ability to translate complex concepts into concise and easily understood solutions. As a business owner I have very little time to waste and so I appreciate his team’s attention to detail and his presentation of material in a clear and concise manner. He conducts himself with the utmost professionalism and comes extremely prepared to all our meetings. I would and have recommended him without reservation."

Joseph D’Amico – CEO of TransportCorp

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