CLIENT STORIES

WHO IS YOUR ADVISOR 

Trent Devine

WOULD RECOMMEND 

Yes 

RATE 

Excellent 

I have been very fortunate to have Trent Devine helping with our investments for the past several years. Our previous financial advisors were happy to invest our money but not as helpful or forthcoming as Trent. Since moving under his guidance our investments have grown, are more tax efficient and he doesn’t mind repeatedly answering my questions, especially since we are starting to make retirement withdrawals. We were happy to move with him to Solomon. A company that is more suited to his personal and professional values. Thanks Trent and in extension Dan Dyck for creating a great company that cares for the people you serve.

 

C.P.

WHO IS YOUR ADVISOR 

Doris Bruneau 

WOULD RECOMMEND 

Yes 

RATE 

Excellent 

I met Doris serendipitously about a decade ago. In chatting, we discovered that we had similar values and outlooks on things. So, I decided to trust my instincts and see what she had to offer as a financial advisor.

Ten years in, and Doris is still a great listener, knowledgeable and financially savvy. She provides various options and explains their respective pros and cons. Her greatest strength, in my opinion, is her untiring dedication and flexibility to help each and every client meet their financial goals. Every person that I have recommended to Doris over the years has echoed this sentiment — she listened to them, explained things fully, made them feel comfortable, and empowered them with a custom-tailored plan. My financial portfolio (funds, insurance, investments) has never been healthier, and Doris has been a guiding and helpful influence throughout. 

M.L.L

WHO IS YOUR ADVISOR 

Jelena Rountree 

WOULD RECOMMEND 

Yes 

RATE 

Excellent 

Jelena with Solomon Financial has been the biggest help for us on our financial journey. She has the heart of a teacher and has been so patient and willing to answer our many questions over the past year. Jelena has also been extremely thorough in her responses giving us all relevant information so we can make the best informed decisions regarding our financial plan. Because of Jelena we have a confident outlook regarding our financial future and we look forward to continuing to work with Solomon Financial in the years to come. 

K.U.

WHO IS YOUR ADVISOR 

Doris Bruneau

WOULD RECOMMEND 

Yes 

RATE 

Excellent 

Doris has been my financial advisor for 9  years.  She has always been right on top of my accounts and has always given me very sound advice.  She is knowledgeable and is extremely efficient  in the way that she has dealt  with my accounts.  I have absolute confidence in her so much so that when she moved companies I followed her.  I previously had a rough ride in 2008/9 which left me very nervous  about the markets, Doris restored my confidence.  I am very happy to recommend Doris for any  of your financial needs.

 

P.K.

WHO IS YOUR ADVISOR 

Trent Devine

WOULD RECOMMEND 

Yes 

RATE 

Excellent 

We have worked with Trent for over 10 years. He is has been a reliable source of knowledge, offering us choices and advice with regards to managing our finances. He makes himself available via phone calls, emails or meetings whenever the need arises. His punctuality for discussions and his professionalism and patience during discussions is much appreciated. We look forward to continuing our journey with Trent.

 

S.K.

WHO IS YOUR ADVISOR 

Jill Moore & Waneta Usher

WOULD RECOMMEND 

Yes 

RATE 

Excellent 

After 2 years of financial stress, we desperately needed help. My husband was unemployed for over 2 years, we were several thousand dollars in debt, and things were feeling hopeless. We had previously approached our bank for a consolidation loan but had been denied. We were disheartened and discouraged. A friend mentioned Jill at Solomon Financial as being very helpful, while remaining caring and non-judgmental and also someone who would work with your situation and come up with potential ideas to help any budget. Nervous but hopeful, I texted Jill out of the blue. She was very responsive. She and Waneta met myself and my very reluctant husband, and explained how they could help, even when we were struggling and doubtful. Jill and Waneta brain stormed and came up with several suggestions, many of which we were able to implement. Just over a year later we aren't quite out of the woods but are well on our way and we attribute this to Jill and Waneta whose faith in us never flagged and whose continued encouragement kept us on track and feeling more in control of our money and our lives. We highly recommend their services and could never have gotten so far without them. Thank you with all our hearts - we're thrilled with our experience and looking forward to a positive future!

 

S.B.

WHO IS YOUR ADVISOR 

Jelena Rountree

WOULD RECOMMEND 

Yes 

RATE 

Excellent 

We were in a pinch living paycheck to paycheck and not having a fall back savings or emergency fund, very good retirement savings, or paying anything off like we wanted to, never mind paying anything off early. We had heard of Jelena and jumped into her arms as fast as we could, we are taking her advice and tips and over four months have great savings and would be paying stuff off if it wasn’t for COVID, but we have had the savings to live without my husband being able to work and we are so greatful and not stressed!

 

K.P.