ALWAYS AVAILABLE TO HELP

Written By Shannon Leslie Kozak

On our arrival to Vancouver Island, our investment company transferred our file to a local agent in the same company.  The turnover of staff at the company was significant and as such we never had consistent people working on our investment portfolio and found we had to do the follow-up. 

Then we met Glory and we moved our investments. 

The level of care and commitment was an appreciable change.  Glory was always available to help with our investments, business opportunities, and RESPs, and was a wonderful sounding board for possible upcoming adventures or prospects.

We are grateful for Glory’s guidance, the thoughtful way she educates and suggests a nuance here and there to our portfolio is welcome. Any paperwork needed is tended to concisely and quickly. 

We recommend Glory wholeheartedly!

Kim & Don G.

Shannon Leslie Kozak

I help small business owners grow their business on-line! Creative social media strategies, email marketing, branding and website design.

https://www.elmtreedm.com
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