The Wronski Cann Group has helped a wide range of high-net worth clients in the past. Here are their stories…
Just a short note to say thank you for the lunch and learn yesterday, it was most enjoyable. Most presentations on retirement centre on the numbers and as you pointed out so eloquently yesterday, that is only part of the equation. The feedback so far has been very positive and we look forward to perhaps a second book?
– Sherri C, Human Resource Manager
At a time, 25+ years ago when I was in need of financial expertise, I put my confidence and future financial security in Kathleen’s hands. I have never had reason to regret this decision. Her insight related to retirement fund requirements, and continued guidance over these years, has been invaluable . At the basis of our relationship is TRUST.
– Ruth B, client since 1987
“We were introduced to Kathleen and her team through my mother who had invested with Kathleen for years and trusted her judgment. In our retirement Kathleen has safeguarded our investments and made sure we receive our income in the most tax efficient way possible. Our extra retirement income has meant we can take the trips and maintain our home in the way we want. Kathleen has given us sound advice on a range of issues. Working with Kathleen has enhanced our retirement.”
– Virginia & Allan, client for over 10 years
“Kathleen has been our financial advisor for over twenty years. She has helped us plan for retirement by assisting us in making investment choices that increased our assets and that we were comfortable with. Kathleen is very knowledgeable about finances and the markets and explains her recommendations in “layman’s” language. Now that we are retired, we are able to maintain our lifestyle with a portfolio that gives us tax efficient income. We feel very fortunate to have the benefit of Kathleen’s financial expertise.”
– Jean & Don, client since 1992
Kathleen has been our financial planner for many years. She is very approachable and knowledgeable and gives sound straightforward advice. She combines her professional approach with a sensitivity to her client’s personal situation and is always ready to assist and answer any questions. As newly retirees, we met with Kathleen to map out our retirement plan. We are very confident that under Kathleen’s guidance, we will have enough retirement income to thoroughly enjoy this new chapter in our lives. We would highly recommend her and have referred others to her, with very good results.
– Ted and Gail, client for more than 15 years