My husband and I were referred to Shari at McEachnie Group Private Wealth Management of Investors Group through a co...
My experience with the McEachnie Group Private Wealth Management of Investors Group has been nothing but pleasant and very informative.
Their dedication to identifying our needs and concerns became evident when we experienced a change in our financial situation. The team came in with advice and products to assist us through what could have been a tough time .
Thank you Shari for your personnel concern , phone calls, and emails to keep us informed and calm during that time. Your knowledge is very much appreciated as well as the options you suggested allowing us to make the final decision.
Thank you to the McEachnie Group Private Wealth Management for allowing us to look forward to the type of retirement we have always dreamed of.
We look forward to seeing you at our next evaluation.
We are always totally comfortable with the McEachnie Group Private Wealth Management of Investors Group. We never feel intimidated or that any question is too insignificant. Russ is very patient with our repeated questions and helps us understand all aspects of our financial plan. Customer service like we receive here can be found nowhere else.
THANK YOU MCEACHNIE GROUP PRIVATE WEALTH MANAGEMENT!
What a memorable first annual Dennis Strassburger Memorial Golf Tournament we had!
Thank you for your involvement in the tournament. We will not forget our experience in the cold and rain and how we came together to honour Dennis’ memory and raise resources to support the children served by Lutherwood. Thank you for being a Silver Sponsor and a donor for the silent auc- tion. Together, we raised $40,000 for children's mental health!
Denny’s Café is a hub of activity for the children with mental health challenges who live, learn and heal at Lutherwood. It is a place for children, families, staff and guests to gather over a coffee or a warm bowl of soup prepared by the children. Recently opened, the café will also soon become a place for youth to practice customer service skills and gain employment experience...Read more »»
My husband and I were referred to Shari at McEachnie Group Private Wealth Management of Investors Group through a co-worker. Since we had been talking about going to see a financial advisor anyway, we thought we would give them a try, although with some scepticism. We were immediately impressed with her forthright and down-to-earth manner. Her knowledge in her field is extensive. What she doesn’t know, she will find out for you. She has answered my many questions with patience and humour. She has helped us pull our finances together from many different directions and build a financial plan for our retirement. To sum it up, I can’t think of anyone I would rely on more than Shari to handle our financial planning needs.
My husband and I have been investing with McEachnie Group Private Wealth Management for nearly two years and have received phenomenal service. Shari and the McEachnie team have always been so responsive, attentive to our needs, and providing sound advice which are relevant to our goals and needs. Since we have been serviced by McEachnie Group Private Wealth Management , our savings and investments have increased significantly and we now feel confident and comfortable towards planning trips, purchasing large items, and planning our retirement. We appreciate the service we receive and we are looking forward to a long term relationship with Russ, Shari and the team.
Thanks again for today's meeting. As we mentioned, the summary you provided in the planning document precisely matches our goals and objectives. Then after hearing your strategies, we were convinced we'd made the right decision in moving our business to Investors Group.
Just a quick note to thank you for being my life saver. Before I met you and your team I was going through life without a financial plan and no direction. You have taken care of all of my financial needs and even ones I did not know I had. Whenever I call in there is always a friendly voice on the other end of the line who is able to help me in an clear manner. In this day and age I cannot tell you what a pleasure it is to have this type of service.
My only wish is I had met you and your team sooner.
I have been very happy, in my dealings with the McEachnie team. They have been very helpful in helping me understand my options and defining an investment portfolio and financial plan that fits my needs. They have grown my investments more in one year than a previous investment house accomplished in almost a decade. While I understand that performance results are always contextual, I have found that the McEachnie team have already in a very short period of time proven that they know what they are doing, can achieve the stated objectives and are clearly interested in helping clients achieve their personal financial goals.
Thanks once again for taking the time and patience with us. My husband always comments after we leave how much he enjoys your approach and expertise and understanding of our needs. We have not had this before and greatly appreciate what you do.
“I just want to say thanks once again for all your help over the last few years. I wouldn't have been able to retire comfortably without it! I look forward to seeing you again.”