Testimonials
“How do you choose a financial advisor and how do you know that he/she will act to do everything possible to protect and help grow your financial investments? After dealing with an investment arm of a large Canadian Bank and having four different (and mostly indifferent) financial advisors in the space of three years, we watched our investments languish with only occasional contact from our advisor of the month. We then switched to an investment broker working for a Canadian Insurance Company. Again, we had an unhappy experience being led into investing into mutual funds that had high MER’s and sub-par performance. I then called my long time accountant to seek a recommendation for a financial advisor who would help us reach our financial goals. We lucked out when he said, “Try Dan Tinling”
We have been working closely with Dan for over 5 years. He started our relationship by doing a thorough evaluation of our goals and financial aspirations. He then reviewed our current holdings and came up with a strategy that gave us a portfolio with an optimal mix of fixed income and growth potential investments. Since then Dan has provided us with friendly ongoing guidance and timely advice that has helped us to enjoy our retirement years as we have fun and watch our investments grow. Dan represents and is supported by the excellent research department of Canaccord Capital Corporation. We highly recommend him to anyone looking for a first class financial advisor.” Cliff Hinton and Grace Richard
Parksville, BC
“I am 52 years old and have been investing through my RRSP`s for 21 years.
My previous advisor worked with me for 15 years. My return on investment was minimal and the feedback from my advisor was intermittent.
Dan started an active recruitment of my business by providing me with important investment information and by inviting me to a number of seminars. Since I switched my account to Dan I have noticed that my returns have improved and the interaction and information is on a regular basis. I recommend Dan as an approachable and honest person who has my best interest at heart!”
Jim Olsen
Remax of Nanaimo
